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Professionals Alliance Group

An Innovative Referral Program, Forging Lasting Bonds for Client Success

In the dynamic landscape of financial services, Oppenheimer pioneered the Professionals Alliance Group (PAG) in 1997. Representing a collaboration between an array of trusted partners, including accounting firms, lawyers, agents, business managers, family offices, and financial advisors, PAG marked the inception of a new approach to client-centric financial solutions. As a select member of Oppenheimer’s PAG program, we operate on a simple premise: enable certified trusted partners to broaden their service offerings by integrating wealth management and diverse financial services through a strategic partnership with Oppenheimer. This approach ensures that clients not only receive financial guidance but also receive a holistic level of service marked by heightened communication and transparency with their trusted advisors.

Our PAG network of strategic partnerships enables a comprehensive approach to advising clients. From legal intricacies to strategic business management, several facets of financial well-being are represented within the PAG alliance.

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PAG Partners receive a fee for referring clients to Oppenheimer. Due to this compensation arrangement, PAG Partners have an incentive to recommend Oppenheimer and its programs, resulting in a material conflict of interest.

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This webpage is intended for informational purposes only and does not involve the rendering of personalized investment, financial, legal, or tax advice. It provides only general summary information about the Professionals Alliance Group Program and does not purport to be complete. All information provided and opinions expressed are subject to change without notice. No part of this webpage may be reproduced in any manner without written permission of OAM. Neither Oppenheimer nor OAM provide legal or tax advice.

Certain information may be provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, investment strategy, or product, or any non-investment related content, made reference to directly or indirectly herein, will be suitable for your portfolio or individual situation, or prove successful.

The Professionals Alliance Group (PAG) is a division of Oppenheimer Asset Management Inc. ("OAM"), a registered investment adviser. OAM and Oppenheimer & Co. Inc. ("Oppenheimer") are both indirect wholly owned subsidiaries of Oppenheimer Holdings Inc. Securities are offered by Oppenheimer, a registered investment advisor and broker dealer.