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3655 Route 202, Suite 100, Doylestown, PA 18902

(215) 340-5777
info@KohlheppAdvisors.com
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Our Commitment to You

Our Commitment to You

The mission of Kohlhepp Investment Advisors is to help individuals and families fulfill their dreams and relieve financial stress. We recognize that life doesn’t often go as planned, so we know that planning needs to be strategic and agile in order to handle the twists and turns of life. This is about you living the life you want, now and in the future.

As your advisor, we strive to help our clients establish and maintain happiness, success and financial security – however you may define these. We are your advisor for all matters that influence you financially.

Our Fiduciary Responsibilities

Kohlhepp Investment Advisors, Ltd. is a fee-based independent investment adviser registered with the SEC. As fiduciaries, our advisors owe the highest legal and ethical duty to our clients to act in their best interests. We manage our clients’ assets for their benefit, and we never profit personally from those investments. We are proud to be held to this standard.

Current, pending regulations by the U.S. Department of Labor are pressing for anyone who deals with investments or insurance to be held to a fiduciary standard. However, we currently are and have always been fiduciaries.

In other words, our recommendations have to be made with only one concern: is this the best thing I (the professional) can do for you (the client), given what I know about who you are and what you want and need?

The CFP® designation comes with fiduciary responsibility: when you pass the exam and receive the designation, you have to put the interests of the client first. If you don’t, the CFP® title can be stripped from you.

In these uncertain times, it is good to know that your financial advisor abides by these principles. Being held to this legal and moral fiduciary standard sets us, Kohlhepp Investment Advisors, Ltd., apart from the other salespersons that hold themselves out as financial experts.

We are proud to commit to the following five fiduciary principles:

  • We will always put our clients’ best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Someone You
<br/>Can Trust<br/>

Someone You

Can Trust

Today, Ed Kohlhepp, Jr., working alongside his team, offers the same expert financial advice and personal connection as he guides clients through what has become an even more complex financial landscape. Ed knows that his clients have differing financial goals, from paying for college or preparing for a secure retirement to protecting against financial downturns and marking life's celebrations. Ed works with them to ensure that their financial goals are in sync with their life goals and their values and then helps them create a plan to meet each goal, understanding that life, and plans, change along the way.

Are You Ready?
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call