Congratulations
On Being Named a
2009 FIVE STAR Wealth Manager
Ed Kohlhepp, Jr. and Ed Kohlhepp, Sr.
Doylestown, PA 18901
(215) 340-5777
EJK@KohlheppAdvisors.com
www.KohlheppAdvisors.com
Dream • Plan • Succeed
- Dream \’drem\ noun: a strongly desired goal or purpose
- Plan \’plan\ noun: a method for achieving an end
- Suc•ceed \suk-’sed\ verb: to attain a desired object or end
Area of Focus: Comprehensive Financial Planning, Retirement Planning, Investment Planning, Tax Strategies, Income Planning
Designations: CFP(R), ChFC, CLU, CPC, MSPA, Enrolled Actuary; Licenses: Series 6, 7, 24, 63, 65, Life, Health and Variable Annuity
Advisor is licensed/registered to do business with U.S. residents in the states of: AR, CA, CO, CT, DC, DE, FL, MA, MI, NC, NJ, NY, PA, SC, SD, TN, TX, VA, WA and other states.
Investment Advisory Services offered through Kohlhepp Investment Advisors, Ltd., a Federally Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Kohlhepp Investment Advisors, Ltd. and Cambridge are not affiliated.
Kohlhepp Investment Advisors, LTD. and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Kohlhepp Investment Advisors, LTD. clients. Actual client results and experiences will vary.
Left to right: Ed Kohlhepp, Jr. and FIVE STAR Wealth Manager Ed Kohlhepp, Sr.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.