Doug Hepburn
Your Trustworthy Advisor
Doug Hepburn holds a Certified Financial Planner designation and is a CPA, active in the American and Pennsylvania Institutes of Certified Public Accountants. He holds a BS in Accounting and a Master's Degree in Taxation. Doug worked with several CPA and financial planning companies before starting his own financial planning practice.
Doug’s drive to help his clients live their dreams is a personal mission. Doug thrives on adventure, and seeks to help ensure that his clients can indulge their own dreams.
Hepburn Financial Advisors
Inspiring Clients to Live Their Own Adventure
Company Founder Doug Hepburn has a lifelong fascination with financial markets and the positive difference that an effective, informed financial strategy can make.
As a CPA. Doug learned how to make the tax code work for his clients rather than against them. He also internalized the crucial principles of integrity and objectivity, which continue to guide his work.
He started Hepburn Financial Advisors to achieve his personal ambition of inspiring clients to lead more confident, rewarding, and fulfilling lives.
Meet Charlotte
Our Emotional Support Chief
Charlotte The Cat has a vital role on our team. Her specialty is helping clients laugh and remain calm during turbulent times. Charlotte helps clients overcome their fear of volatility and focus on the opportunities it presents.
