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About Us

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.

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We are here to help you succeed, now and as we plan together for the future. Your financial plan needs to be able to handle the twists and turns of your life, because life doesn’t typically go as planned.

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Contact Info

Kohlhepp Investment Advisors, Ltd.
150 East State Street
Doylestown, PA 18901
Phone: 215-340-5777
Fax: 215-340-5788
Email: Info@KohlheppAdvisors.com

Securities offered through Cambridge Investment Research, Inc. a Registered 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.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are licensed in the following states: AZ, CA, CO, DC, DE, FL, GA, IN, LA, MA, MD, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI.


Check the background of this firm on FINRA's BrokerCheck