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.
Investment Director, Cetera Investment Management
Juliet Hendrickson, JD
Senior Attorney, Advanced Planning
Emotional Support Animal
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 are financial, 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 with you to assist with sound advice.
The marketplace is filled with products for every need, many of which have complex structures with numerous moving parts. Our job is to act on your behalf and sift through the multitude of options so that you can make an educated decision.
We are constantly learning to make the markets and the tax code to work for your benefit. That's why we work diligently to find out the intricacies of your situation so that we can identify the opportunities that will work and the ones that won't so you can feel confident you've made the best choices.
When you become a client it opens up a vast network of professionals with their own areas of expertise to assist you with reaching your goals. Our objective is to match clients with the right people so you aren't left having to find the best players for your team.