Drexel & Co., values the wisdom our clients have in life, faith, and virtue. Our clients’ investments make a difference not only in their own lives but also leave a legacy for their families, communities, and the greater culture. If your financial statement lacks the values you hold dear, we want to hear from you.
Stephen Hepburn founded Drexel & Co. Financial Planning after a decade of providing financial planning services to individuals and business owners.
Only 36% of households in the US trust investment and wealth managers due to confusing jargon, complex financial products, and frequent misunderstandings and misrepresentations.*
Drexel & Co. prioritizes clear and ongoing communication with clients and values-driven, cost-effective investing for the long-term. The company believes in offering straightforward services and avoiding complicated contracts and surrender fees.
Steve Hepburn and Family
J.P. Morgan on what he learned working with Anthony Drexel
*Source: CFF Board (cfp.net), February 3, 2022
© 2024 Drexel & Co. All rights reserved. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Drexel and Co. Financial Planning are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of [AL, AZ, CA, IN, TN, DE, FL, GA, ME, MD, MA, MI, MS, NC, OH, PA, TX, VA, WV].
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