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----------Our Mission----------

        The mission of Montmorency Financial Advisors of Oppenheimer & Co. Inc. is to help clients preserve their wealth and enhance their lives.  We strive to deliver clarity, confidence, and structure at each step of the investment process.  We never lose site of the trust and confidence you place in us. 

----------Who We Are----------

Montmorency Financial Advisors is a part of Oppenheimer & Co. Inc. Our team consists of four Financial Advisors and a client support staff.  We utilize the vast Oppenheimer resources to provide clients with world class service, research, and investment platforms.

----------What We Do----------

We provide advice that serves the needs of each client.  Our investment strategies are predicated on achieving efficient performance in line with your individual risk tolerance.  We are focused on your goals, responsive to your needs, and accountable to you.  Whether you are planning for retirement, college, or your estate, our team is uniquely qualified to provide the knowledgeable advice needed to deliver the appropriate planning strategies.

----------Trust & Integrity----------

         We build and maintain relationships with our clients on a foundation of trust.  We ensure our clients receive exceptional service and transparent financial advice.  Our clients’ interests are served by our professionalism, hard work, and integrity, all of which are encompassed in our commitment to building strong, long-term relationships with our clients.


OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services