DHM Wealth Management

Mission Statement

DHM Wealth Management seeks to provide outstanding long term financial guidance for Individuals, their Families, their Businesses and their Interests. Our approach and process always starts by listening first. This is key in today’s impersonal computerized age. We approach wealth management by listening and putting ourselves in your shoes to better understand the complexities you face, your financial goals and your legacy. In uncertain times, we bring along the team with both the knowledge and experience to work through life’s events impacting you. Our Team brings together the resources and expertise to advise, monitor and help you move forward toward meeting your goals. We do not believe in big-bank, one-size solutions or cookie-cutter products and we understand we operate in a very competitive marketplace. We encourage competitive inquiries so that you can learn how we may be better positioned to guide you along your financial future.

(610) 225-8965

What We Do

DHM Wealth Management of Oppenheimer & Co., Inc. is a team of dedicated, veteran financial advisors who bring their clients financial solutions and investment management skills according to each client’s unique objectives and circumstances. Our clients reside throughout the US, and select clients in the UK and Europe.

Who We Are

While each member works independently, our talents come together as a team. Robert, Chuck and Patrick are Wealth Managers whose combined experience covers all aspects of the industry. Robert understands the deep dive, focused investment approach to find the intermediate and long term ideas. Chuck’s approach emphasizes bottom line results and the numbers and brings together his executive services and extensive operational expertise. Patrick’s approach takes a traditional financial planning approach emphasizing portfolio construction and risk management. The DHM Team has made it one of their primary goals to consistently develop and evolve their professional and educational credentials. When called for, each is specially qualified to invest client assets in Oppenheimer’s discretionary portfolio management platform to better serve their client’s portfolio management concerns.

Learn more

Portfolio Management

We are here to serve You!

We look forward to a meeting and listening to what concerns you. The ideas and strategies we want to provide are built around achieving your goals.

patrick.mcfadden@opco.com charles.hillis@opco.com robert.daries@opco.com