Mission
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.
History
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.
Vision
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.
Charlotte The Cat
Emotional Support Animal
Doug Hepburn, CPA/PFS, CFP®, MS Taxation
Financial Advisor
Hristo Stefanov, CFA, CAIA
Investment Director
Investment Director
Juliet Hendrickson, JD
Senior Attorney, Advanced Planning
Morgan Hepburn
Marketing Intern
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.