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Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation Email & Phone Number

Credentialed expertise and trusted relationships to help you lead a confident, fulfilling life. at Hepburn Financial Advisors
Location: Phoenixville, Pennsylvania, United States 5 work roles 2 schools
1 work email found @verizon.net LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Current company
Hepburn Financial Advisors
Role
Credentialed expertise and trusted relationships to help you lead a confident, fulfilling life.
Location
Phoenixville, Pennsylvania, United States

Who is Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation? Overview

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Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation is listed as Credentialed expertise and trusted relationships to help you lead a confident, fulfilling life. at Hepburn Financial Advisors, based in Phoenixville, Pennsylvania, United States. AeroLeads shows a work email signal at verizon.net and a matched LinkedIn profile for Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation.

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation previously worked as President at Hepburn Financial Advisors and Investment Advisor Representative at Cetera Advisors Llc. Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation holds Master Of Science (M.S.), Taxation from Philadelphia University.

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About Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation

I specialize in working with successful business owners, executives and their families to help them grow and protect the wealth they have accumulated through a systematic planning process driven by my client's objectives. As a CPA, I know what takes to protect assets from confiscatory tax laws as well as what happens when the wrong strategies or no strategies are considered. Being a former business owner in several industries gave me the firsthand experience of what it means to be responsible for the various functions that come with entrepreneurship. As a member of my client's advisory team I view my role as critical to taking the non-productive tasks off their table so that they can do what they do best... make money and have fun.Business Owner Planning:>Business Succession Planning-Transfer and exit strategy planning>Qualified Plan Consulting-401(k) Profit Sharing, Executive Deferred CompensationExecutive/Personal Planning:>Accumulation-Financial Independence and Investment Planning>Preservation-Wealth Transfer and Insurance Risk Management>Distribution-Retirement Income and Estate Planning_______________________________________________________________Securities and investment advisory services offered through Cetera Advisors LLC, a broker/dealer and Registered Investment Advisor, member FINRA/SIPC. Cetera is under separate ownership form any other entity. Branch office address: 508 Elm Avenue, Suite 100, Phoenixville, PA 19460

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Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation's current company

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Hepburn Financial Advisors
Hepburn Financial Advisors
Credentialed expertise and trusted relationships to help you lead a confident, fulfilling life.
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5 roles · 33 years

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation work experience

A career timeline built from the work history available for this profile.

President

Current
Hepburn Financial Advisors

Phoenixville, Pa, Us

Hepburn Financial Advisors is an independent financial planning firm whose credentialed expertise and focus on building relationships helps clients simplify, consolidate, and strategize a plan to help them feel confident in their financial decisions. Our goal is to inspire clients to lead more confident, rewarding, and fulfilling lives.Money affects everything in our lives, so we take the time to understand its effects on you. We keep our client numbers small so we can dedicate the time you deserve. We want you to know that your goals are our top priority. We tailor solutions based on your best interests, nothing else. In addition to the time we dedicate to you we also build trust through knowledge and expertise. We have the designations and practical experience to inspire confidence as we help you pursue your goals in life. With a financial plan you can understand, you can be equipped to pursue your goals - and your life's adventures - with greater confidence. Our team is here to help you keep more of what you earn so you can unlock the potential of your assets and unlock your dreams.

2006 - Present ~20 yrs 6 mos

Investment Advisor Representative

Current
Cetera Advisors Llc

Denver, Co, Us

Providing fee based financial planning services to successful business owners and executives.

2006 - Present ~20 yrs 6 mos

Vice President

Smart Financial Advisors

Tax and financial planning specialist working with business owners, executives and high-net-worth individuals to resolve complex tax, wealth transfer and retirement issues from an objective perspective.

2005 - 2006 ~1 yr

Advisor Representative

Lincoln Financial Advisors Corp.

Philadelphia, Pennsylvania, Us

Provided advanced tax and financial planning strategies for business owners, executives and high-net-worth individuals customized to their goals, objectives and needs.

1996 - 2005 ~9 yrs

Senior Tax Accountant

Baker Tilly (Formerly Parentebeard)

Chicago, Il, Us

Provided Federal, State & Local tax consulting and compliance solutions to individuals, corporations, partnerships and trusts.

1994 - 1996 ~2 yrs
2 education records

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation education

Master Of Science (M.S.), Taxation

Philadelphia University

Bachelor Of Science (B.S.), Accounting, Finance, Economics

Widener University
FAQ

Frequently asked questions about Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation

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What company does Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation work for?

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation works for Hepburn Financial Advisors.

What is Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation's role at Hepburn Financial Advisors?

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation is listed as Credentialed expertise and trusted relationships to help you lead a confident, fulfilling life. at Hepburn Financial Advisors.

What is Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation's email address?

AeroLeads has found 1 work email signal at @verizon.net for Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation at Hepburn Financial Advisors.

Where is Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation based?

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation is based in Phoenixville, Pennsylvania, United States while working with Hepburn Financial Advisors.

What companies has Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation worked for?

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation has worked for Hepburn Financial Advisors, Cetera Advisors Llc, Smart Financial Advisors, Lincoln Financial Advisors Corp., and Baker Tilly (Formerly Parentebeard).

How can I contact Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation?

You can use AeroLeads to view verified contact signals for Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation at Hepburn Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation attend?

Doug Hepburn, Cpa/Pfs, Cfp, Ms Taxation holds Master Of Science (M.S.), Taxation from Philadelphia University.

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