E. Matthew Steinberg Managing Director - Investments

E. Matthew Steinberg Managing Director - Investments He also works with businesses in the Greater Philadelphia area to design and implement retirement programs that range from 401(k)s to profit-sharing plans. Inc.

Matthew Steinberg’s financial services practice focuses on five main areas: financial advice, education savings, life insurance, retirement and financial planning strategies. Matthew’s training enables him to assist clients with investments along with recommending both retirement and financial planning strategies for high net worth individuals. Through consistent effort and a reputation for outsta

nding service, he has built a solid base of satisfied clients. Before joining Oppenheimer & Co. in 1994, Matthew had a successful career with a major Wall Street firm. Matthew holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Exam (Series 65). He is also licensed as an agent for life and health insurance in the states of Pennsylvania and New Jersey. He has earned the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. Matthew graduated summa cm laude from The Pennsylvania State University with a bachelor’s degree in finance. I am licensed in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MD, MA, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TX, VT, VA. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give m...
06/03/2026

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give me a call if you would like to discuss this or money market options.

06/02/2026

A mid-year retirement check-in can help ensure your financial strategy remains aligned with your long-term goals.

From investment allocation and tax planning to healthcare costs and retirement contributions, now is a valuable time to review your plan and make thoughtful adjustments for the future.

https://bit.ly/3RIDhMw

Our expectations are for the Fed to remain independent on what we expect will be a successful transition of leadership.
06/01/2026

Our expectations are for the Fed to remain independent on what we expect will be a successful transition of leadership.

Despite Geopolitical Concerns, Equity Markets Continue to Trade Higher

May 29th is National 529 Day — a timely reminder of the many benefits 529 plans can offer for education savings, estate ...
05/28/2026

May 29th is National 529 Day — a timely reminder of the many benefits 529 plans can offer for education savings, estate planning, and long-term wealth strategies.

With tax-deferred growth, tax-free withdrawals for qualified education expenses, flexible investment options, and potential estate planning advantages, 529 plans can be a powerful way to support future generations while maintaining control over your assets.

Whether you’re planning for a child’s education or exploring tax-efficient wealth transfer strategies, a 529 plan may be worth considering as part of your broader financial plan.

05/28/2026

What does it really mean to age well?

In the latest episode of Let’s Talk Future, Jane Ross speaks with Jay Olson, CFA, Managing Director and Senior Analyst covering Biotechnology at Oppenheimer, about the growing gap between lifespan and health span — and why the future of healthy aging is focused not just on living longer, but living better.

Listen to the full episode to learn more about the biotech innovations shaping the future of healthy aging.

👉 https://bit.ly/4ve9PMI

05/27/2026

Markets are often shaped as much by what’s happening beneath the surface as by the headlines themselves.

As investors continue to navigate a changing environment, important questions remain around market leadership, inflation trends, and the sustainability of recent momentum—particularly amid strong earnings growth and concentrated areas of market strength.

Our latest Market Observations report takes a closer look at the key themes influencing today’s environment and what they may signal moving forward.

Read the full report here: https://bit.ly/4uv6qt3

Earlier concerns about AI seem to have faded somewhat in our view as usage of AI has spread and been replaced by practic...
05/26/2026

Earlier concerns about AI seem to have faded somewhat in our view as usage of AI has spread and been replaced by practical and personal experience and healthy curiosity about developments ahead.

Patience Is Rewarded as Earnings Results Take Indexes to New Highs

Remembering and honoring our fallen service members with pride this Memorial Day. Our U.S. offices will be closed Monday...
05/25/2026

Remembering and honoring our fallen service members with pride this Memorial Day. Our U.S. offices will be closed Monday, May 25.

05/19/2026

Losing a spouse brings profound emotional hardship, along with important financial and legal responsibilities that can feel overwhelming in the midst of grief.

During this transition, taking deliberate, well-paced steps—such as reviewing your finances, updating key documents, and understanding survivor benefits and potential tax implications—can help you make informed decisions and move forward with confidence.

https://bit.ly/3PtLu6w

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