David Hertl

The Power of Oppenheimer Thinking

Financial consultant in Pickerington, OH (show on map)

Global financial institution offering customized wealth management, capital markets, and investment banking solutions since 1881.

Call (614) 322-3601

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About

Oppenheimer & Co. Inc. is a global financial institution that has been providing customized wealth management, capital markets, and investment banking solutions since 1881.

With a deep understanding of clients' goals, the firm combines local hands-on service with global capabilities to deliver comprehensive investment guidance. The dedication, expertise, and creativity of Oppenheimer's professional staff help build and maintain its reputation for providing objective, client-centered advice across a wide range of traditional and non-traditional investment products and services.

Over 140 years of experience

Global capabilities with local service

Independence for objective advice

Entrepreneurial culture for decisive action

Services

Wealth Management

Customized financial planning that drives investment ideas and opportunities to help clients achieve personal goals.

Personalized strategies Deep insight and expertise Capital preservation and growth

Capital Markets

Expertise in financing, trading, and research for municipalities, institutions, and emerging growth companies.

Unmatched expertise Broad product capabilities Extensive transaction experience

Investment Banking

Strategic advisory and capital markets solutions for emerging-growth and mid-sized businesses.

Strategic advisory Capital markets expertise Transaction experience

Asset Management

Tailored investment solutions for individuals, financial professionals, and institutions.

Personalized strategies Broad product offerings Expert research and insights

Credentials & Certifications

145 Year Anniversary

Since 2026-01-01

The Power of Oppenheimer Thinking

Since 2023-01-01

Frequently Asked Questions

What is the history of Oppenheimer & Co. Inc.? +

Oppenheimer & Co. Inc. has been providing customized wealth management, capital markets, and investment banking solutions since 1881, evolving into a global financial institution with a legacy of over 140 years.

What services does Oppenheimer offer for individuals and families? +

Oppenheimer offers Wealth Management, Capital Markets, Investment Banking, and Asset Management services tailored to individual and family needs, including retirement planning, estate planning, and comprehensive financial advice.

How does Oppenheimer support corporations and institutions? +

For corporations and institutions, Oppenheimer provides Capital Markets expertise, Investment Banking advisory services, and Public Finance solutions, catering to the unique financing and trading needs of municipalities and emerging growth companies.

What is the significance of 'The Power of Oppenheimer Thinking'? +

The Power of Oppenheimer Thinking represents the firm's commitment to leveraging deep insight, expertise, and a century-plus of experience to deliver customized financial strategies that drive investment ideas and opportunities for clients.

How does Oppenheimer handle asset management for different client types? +

Oppenheimer provides tailored asset management solutions for individuals, financial professionals, and institutions, focusing on personalized strategies, broad product offerings, and expert research and insights.

What recent insights does Oppenheimer share with clients? +

Oppenheimer shares recent insights through market strategy updates, articles on wealth management topics like widowhood and wealth, and discussions on AI's role in powering financial services.