Robert J. Daries 165 Township Line Road, Jenkintown, PA 19046

Welcome to Robert J. Daries, located at 165 Township Line Road, Jenkintown, Pennsylvania 19046. We are proud to be part of DHM Wealth Management, a dedicated team of veteran financial advisors committed to providing exceptional long-term financial guidance tailored to the unique needs of individuals, families, businesses, and their interests.

At DHM Wealth Management, we believe in a personalized approach, starting with listening to you. In today's fast-paced, technology-driven world, we understand the importance of personal interaction and empathy. By putting ourselves in your shoes, we gain a comprehensive understanding of the complexities you face, your financial goals, and your legacy aspirations.

Our team is equipped with the knowledge and experience necessary to navigate life's uncertainties and help you progress toward achieving your goals. We offer customized financial solutions and investment management strategies that are as unique as you are, avoiding one-size-fits-all approaches.

Our wealth managers, Robert, Chuck, and Patrick, bring a wealth of experience across all industry aspects. Robert excels at identifying intermediate and long-term investment opportunities, Chuck focuses on bottom-line results with his extensive operational expertise, and Patrick emphasizes traditional financial planning with a focus on portfolio construction and risk management.

We are committed to continuous professional and educational development to better serve our clients. When appropriate, we leverage Oppenheimer’s discretionary portfolio management platform to address specific portfolio management concerns.

Our clients span the US and select locations in the UK and Europe. While each team member operates independently, our collective talents ensure comprehensive financial guidance.

We invite you to meet with us to discuss your financial concerns and explore the strategies we can offer to help achieve your goals. Contact us at 165 Township Line Road, Suite 2300, Jenkintown, PA 19046, or via email at [email protected], [email protected], or [email protected].

Oppenheimer Asset Management Inc. and the Oppenheimer Trust Company of Delaware are subsidiaries of Oppenheimer Holdings Inc. While we do not provide legal or tax advice, our professionals collaborate with your attorneys and tax advisors to ensure all your needs are met.

Please note that certain services may involve third parties, and Oppenheimer may receive compensation as a result of agreements with these parties. Our services are intended for residents of specified states, and alternative investments are available only to qualified investors.

We look forward to partnering with you on your financial journey.