General Info

Kohlhepp Investment Advisors, Ltd. is an independent registered investment advisory firm located in Doylestown, PA. Kohlhepp Investment Advisors, Ltd. is a family owned and operated comprehensive financial planning firm. For over 40 years, we have supported and mentored our clients in reaching both their financial and personal goals. Our goal is to be your most trusted advisor in all of your financial decisions as we build a roadmap designed to guide you to the fulfillment of your dreams. * Ed Kohlhepp Sr's credentials include CFP®, ChFC, CLU, CPC, MSPA and he is an Enrolled Actuary. He has the following securities licenses: Series 6, 7, 24, 63, and 65, as well as Life, Health and Variable Annuity licenses. * Ed Kohlhepp Jr. is also a CFP® and his additional credentials include the Series 6, 7, 63, and 65 securities licenses, as well as Life, Health and Variable Annuity licenses.