Company: Kohlhepp Investment Advisors Limited
Location: Doylestown, Pennsylvania, United States
Edward J. Kohlhepp, Jr., MFA CFP®, president of Kohlhepp Investment Advisors Limited, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial planning.
At the helm of the family business, Mr. Kohlhepp has found success in his career because of his ability to listen, his willingness to have an open mind, his hard work and his diligence. “At the end of the day, I know what my clients want – financial security,” he says, adding that although the goals might be the same, the approach is completely individualized at Kohlhepp Investment Advisors, Limited. “It is important for us to maintain authentic relationships with our clients in order to provide the customized attention that each deserves,” he notes. The firm has been in business for decades, offering a myriad of financial services, including benefits and insurance analysis, education planning, estate planning, income planning, investment planning, life planning, retirement planning, and tax planning. For Mr. Kohlhepp, the most gratifying aspect of his career has been working in partnership with his father and continuing the legacy that he built, along with his sister. Additionally, he’s most proud of making a positive impact on the lives of his clients.
To prepare for a career in finance, Mr. Kohlhepp first invested his time and efforts into his education. He attended Fairfield University in Fairfield, CT, where he obtained a Bachelor of Science in marketing in 1993. Years later, he earned an MBA from Pennsylvania State University and achieved the board standards to become distinguished as a certified financial planner. Before joining the family business, Mr. Kohlhepp spent some time serving as a service administrator for the Vanguard Group in Malvern, PA. In this role for four years, he established his reputation for professionalism, integrity and honest work. With an established skill set, he brought value to his father’s firm in 2000 and officially took over the reins as president in 2016.
Considered an expert in his field, Mr. Kohlhepp has been recognized for his tremendous work by industry organizations and professionals. He earned a Spirit of Cambridge Award in 2017 and a Who’s Who Lifetime Achievement Award. To remain at the top of his field, he is a member of the Financial Planning Association. As he looks to the future, Mr. Kohlhepp hopes to maintain the continued success of his firm, which means the success of his clients.
To learn more about Kohlhepp Investment Advisors, Limited, please visit http://www.kohlheppadvisors.com.
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