Kohlhepp Investment Advisors, Ltd., Named a 2011 Five Star Wealth Manager

Kohlhepp Investment Advisors, Ltd., of Doylestown, has been named a 2011 Five Star Wealth Manager. This marks the third consecutive year that Kohlhepp Investment Advisors, has earned the distinction.

Regional Five Star Wealth Managers appear in the November 2011 issue of Philadelphia Magazine.
 
 “We’re grateful to each of our clients for their continued loyalty and support,” said firm founder and president Edward Kohlhepp Sr., CFP. “We look forward to continuing to serve them and building our relationships for many years. At our office, client satisfaction is an ongoing process. As this is a very challenging business we’re pleased to have maintained our position among the area’s top wealth-management firms.”

Ed Kohlhepp Sr. is joined at the firm by Ed Kohlhepp Jr., CFP®, Mary Beth Kohlhepp Roche and Joann Hufnagle.
 
“There are a lot of choices to help someone plan for their financial future,” said Ed Kohlhepp Jr. “Our mission has always been to understand our clients’ goals, create a plan for them and then utilize the most efficient products and services available to help them fulfill their dreams, such as help preserve what they’ve often spent a lifetime earning. “When it comes to long-term financial planning, there’s no one-size-fits-all approach. Our solutions are as unique as those we serve.”
 
With offices at 150 E. State St., Kohlhepp Investment Advisors, Ltd., is a comprehensive financial planning firm providing retirement, investment, insurance, tax, education and estate planning solutions for individuals and their families. Known for providing an unsurpassed level of client service, the independent financial-advisory firm was founded in 1998.
 
The Five Star Award is presented to 7% of wealth managers with five years of financial-services experience and who have scored highest in overall client satisfaction in their local market among other criteria. Each wealth manager was also reviewed for regulatory actions, civil judicial actions and customer complaints. Award details can be viewed at:www.fivestarprofessional.com.