Our Mission

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.


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Contact Info

Kohlhepp Investment Advisors, Ltd.
3655 Route 202, Suite 100
Doylestown, PA 18902
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, DE, FL, GA, IN, KY, LA, MA, MD, NC, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA


Check the background of this firm on FINRA's BrokerCheck