News from Kohlhepp Investment Advisors, Ltd.

Since 1998, Kohlhepp Investment Advisors has helped hundreds of individuals and families meet their financial and personal goals, whether funding a college education, traveling the world, or playing enough golf to fix that persistent slice off the tee. Our family-owned firm provides customized planning solutions and is a trusted advisor for all financial matters.


Today, we are announcing an exciting milestone in our history. Ed Kohlhepp, Jr. has been named President of Kohlhepp Investment Advisors, a position he assumed on January 1, 2016. Previously the firm’s Senior Vice President, Ed, Jr. now will oversee day-to-day operations of the firm.


Ed, Jr. joined Kohlhepp Investment Advisors in 2000, just two years after our founding, and has been an integral part of our success over the years. He earned his MBA degree from Penn State University that same year.  A Certified Financial Planner professional, Ed also holds securities, life, health and variable annuity licenses and is a member of the Financial Planning Association. 


If you already know Ed, Jr., you probably know that he has a strong affinity for Vikings, as a result of a long-ago study-abroad stint in Norway. While he promises not to wear the horned Viking helmet in the office, he does possess the Viking spirit of courage and enthusiasm – important attributes for business leadership.


Working side by side with his father for 15 years, Ed shares the vision on which the company was founded: the desire to make a difference in the lives of others by helping them realize their dreams through financial planning.


We thank you for trusting us with your financial dreams over the years, and we look forward to continuing to work together to help make those dreams a reality for many more years to come.



Edward J. Kohlhepp, CFP®, ChFC, CLU, CPC, MSPA

Founder & CEO

Edward J. Kohlhepp, Jr., CFP®, MBA




Expensive Olympics
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Kohlhepp Investment Advisors, Ltd.
3655 Route 202, Suite 100
Doylestown, PA 18902
Phone: 215-340-5777
Fax: 215-340-5788

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.

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