My journey is about creating enduring, trustful relationships that take direct aim at meeting the goals of my clients. I am a 2017 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. My free time focuses on our boys’ extracurricular activities: hockey, swimming, soccer, baseball, and the saxophone; along with creating new family adventures with lasting memories.
Kohlhepp Investment Advisors, Ltd. is located in Doylestown, Pennsylvania, less than 30 miles north of Philadelphia. As an independent registered investment advisor, our singular focus is to help our clients create a financial plan that meets their goals and fulfills their life’s desires. In our role as advisor, we strive to help our clients establish and maintain happiness, success, and financial security – however they may define these. Our firm is family-owned and operated, and as a fiduciary, we hold a position of special trust and confidence with our clients. This means that we have undivided loyalty to the best interests of our clients, and we will not be influenced to recommend a particular investment or financial product. This is a standard that we take very seriously and to which we are proud to be held. It is important for us to maintain authentic relationships with our clients in order to provide the customized attention that each deserves.
Each of our clients receive sound, comprehensive financial planning advice, and we are the advisors for all matters that influence them financially. No client nor plan is the same, and while it’s difficult to describe our holistic financial planning process in short form, here are some typical services that we employ for many clients: planning for education, estate, income and distribution planning, investment, life, retirement, tax, and also benefits and insurance analysis.
Our purpose is to help our clients build a plan for success that meets their individual needs, now and in the future.
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Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Ed Kohlhepp, Jr., CFP® MBA, President – Kohlhepp Investment Advisors, Ltd. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Kohlhepp Investment Advisors, Ltd., a Registered Investment Advisor. Kohlhepp Investment Advisors, Ltd. and Cambridge Investment Research Advisors, Inc. are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
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Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.