For Brian Walsh, managing director of The Walsh Group of Oppenheimer & Co. Inc., it’s about the clients. Oppenheimer itself is a well-known name and has been helping people plan for the future since 1881. With offices around the world, its reach is as far ranging as its perspective.
Walsh works with his daughter, Kristin Marinis, who is a certified financial planner. “The work she does can be incredibly detailed and the benefit to clients is that it’s easier to develop a portfolio strategy once you have a completed financial plan.” Marinis is also licensed to do long-term care planning which is critical to a financial plan.
“We work with almost anybody. “It’s not about the money, it’s about making the right decisions for your clients,” says Walsh. “Adapting to make sure our clients’ needs are being met is what it’s all about.”
Walsh works with other investment firms and financial planning institutions, so a client who already has accounts with the likes of Vanguard, Fidelity and BlackRock can work with Oppenheimer’s “open architecture that allows us to customer-design portfolios,” he says.
And for those clients coming to him with no idea where to start, Walsh is more than capable of helping. “We’ll have one or two appointments where I teach them how to invest,” he says. “As they learn and understand then we can plug in the investment that will help meet their needs. We look to customize their portfolios and create the proper asset allocation with no in-house bias of products.”
Taking the time to make sure he’s helping clients develop a deeply personalized portfolio while fostering a close relationship with them is, he believes, why his clients refer him to their friends and family.
“I do get a lot of referrals and I hope it’s because I do a good job and I am completely honest in the way I present information to my clients.”
The Walsh Group of Oppenheimer & Co. Inc.
222 Haddon Ave., Suite 301, Haddon Township
(856)858-1043 | Oppenheimer.com/TheWalshGroup
Oppenheimer & Co, Inc. Transacts on all Principal Exchanges and Member SIPC 4292222.1
Published (and copyrighted) in Suburban Family Magazine, Volume 12, Issue 10.
For more info on Suburban Family Magazine, click here.
For information about advertising in Suburban Family Magazine, click here.
To find out where to pick up your copy of Suburban Family Magazine, click here.