Monument Square Group

Committed to providing forward thinking wealth advisory services.

Established in 2013 and situated in the vibrant heart of Doylestown, the Monument Square Group is an integral part of Oppenheimer & Co. Inc. Our inception was driven by the recognition of the diverse challenges individuals face in today's dynamic economic landscape. Committed to addressing the unique needs of our clients, we have been at the forefront of providing financial solutions since our establishment.

In conjunction with the Firm, our group offers extensive experience and skill in planning, asset management, investments, insurance and corporate services, combined with reliable, responsive customer service and access.

Our goal is to assist individuals and families to organize their finances, giving them more time to do what they like to do best. For some families, that means helping to address their retirement security, while for others it means planning for the transfer of their wealth.

At The Monument Square Group, we pride ourselves on having very close relationships that enable us to create strategies as unique as the individuals we serve.

Recent Insights