In The News

Financial Experts Say It's Not Always Advisable to Drop Life Insurance
Pittsburgh Post-Gazette
August 1, 2017

How Much Do You Need to Earn to Send Your Kids to College?
Good Call News
July 22, 2017

How to Buy and Sell Mutual Funds for the Long Term
Investor's Business Daily
April 3, 2017

How Could a Changing Economy Affect Your Savings?
Quicken.com
January 21, 2017

John Grace: The Future Looks Volatile So Be Prepared
Ventura County Star (USA Today Network)
January 3, 2017

Trump Market Joy Ride Could Get Bumpy in 2017
Financial Advisor Magazine
December 27, 2016

Weighing the pros and cons of active portfolio management
CNBC.com
December 12, 2016

Spirit of Cambridge Awards
BusinessWire.com
August 15, 2016

When-and why-to leave your financial advisor
NBR by CNBC.com
June 30, 2016

Can Short-Term Debt be a Long-Term Growth Strategy?
Inc.com
May 19, 2016

Clients Working Beyond 65 Require Reshuffle of Financial Priorities
Financial Advisor IQ
March 29, 2016

What to Do with Your First Paycheck
MetLife.com
January 23, 2016

Three Things the Average Savings Account Interest Rate Will Tell You
Ally.com
December 1, 2015

Reaching Downmarket
Financial Advisor IQ
August 19, 2015

It's never too early-or late-to plan for your retirement years
CNBC.com
July 30, 2015

10 Blunders Investors Make With Their Money
U.S. News & World Report
July 22, 2015

Sharing money can be tricky for couples
Pittsburgh Post-Gazette
April 17, 2015

Voices: Ed Kohlhepp Jr., on Co-Mingling Couples' Finances
The Wall Street Journal
April 13, 2015

How Advisors Are Positioning Fixed-Income Portfolios
March 17, 2015

Another Road To LTC Coverage
Financial Advisor Magazine
February 2, 2015

Pension plans haven't ridden stock market bull
The Intelligencer
October 5, 2014

Financial Advisors Are Losing Confidence In The Slowing Market
Business Insider
October 3, 2014

Financial experts: State pensions 'unsustainable'
The Intelligencer
August 3, 2014

The truth hurts: When an adviser tells a client they can't retire yet
Today.com
June 30, 2014

LTC Options-Financial Advisor Magazine
LifeCareFunding.com
June 1, 2014

To retire well, avoid these eight screw-ups, experts say
NBCNews.com
May 27, 2014

8 Common Retirement Mistakes You Should Avoid
TheFiscalTimes.com
May 27, 2014

Beware the downside of downsizing in retirement
Consumer Reports
April 2, 2014

Seniors facing retirement amid savings crisis
Bucks County Courier Times
March 30, 2014

Vacation Home Tip Sheet
RealtorMag.org
March 1, 2014

Report: Default would be "Catastrophic"
Investment News
October 6, 2013

Navigating Obamacare
Doylestown Patch
September 20, 2013

Understanding the Gift Tax Exclusion
Doylestown Patch
June 19, 2013

Beyond stocks, bonds: 'Third Pillar' can offer more investment diversity
Pittsburgh Post-Gazette
March 28, 2013

Is Now the Time to Refinance?
Doylestown Patch
February 13, 2013

Family Businesses Shoud Plan Now for Rising Gift Tax
Bloomberg
March 19, 2012

Kohlhepp Investment Adviisors, Ltd. Named a 2011 Five Star Wealth Manager
Doylestown Patch
December 2, 2011

The New Gold Rush
Doylestown Patch
September 6, 2011

Voices Alternatives Coming to a Platform Near You
Financial Planning
August 31, 2011


Featured News

Newsletters Sign Up

Account Login

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.


Check the background of this firm on FINRA's BrokerCheck