To deliver the best advice to our clients, financial and otherwise, so that they can lead more rewarding and fulfilling lives with confidence that they have made the right decisions along the way.
Since before he did his first stock trade in 1983, Doug Hepburn has been fascinated with the markets, personal financial planning and helping clients to manage their financial affairs more efficiently.
As a CPA Doug was instilled with the principals of integrity and objectivity, while learning how to make the tax code work for clients as opposed to against them.
Like the statue of Commodore John Barry (behind Independence Hall in Philadelphia) our role is to point you in the direction to reach your goals and help you navigate through the inevitable storms that will arise so that you can arrive at your destination in tact.
To build an organization that delivers consistently on its promises so that when clients are asked who they trust ours is the first name that comes to mind.
Juliet Hendrickson, JD
Senior Attorney, Advanced Planning
Cetera is a group of independent broker dealers and registered investment advisors providing the infrastructure necessary for firms like Hepburn Financial Advisors to serve the needs of clients at all points on the spectrum.
A subsidiary of BNY Mellon, Pershing is one of the largest institutional clearing and custody firms in the world and provides clearing support to companies like Cetera.
The core of what we do is help clients to make smart decisions about their money. While many of these choices surround the financial implications of taxes, investments and risk management, there are just as many decisions that are non-financial. Whether it's the issues that come with sudden wealth or the values you want to impart to future generations, we're there to assist with sound advice.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.