Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

Fran Lee

Fran Lee

Wealth Advisor

Experience the human side of wealth.

Fran joined RWA Wealth Partners in 2021 as a senior relationship manager and is currently a wealth advisor. He has worked in the financial services industry since 1995 and served in both retail and institutional roles at Fidelity Investments as a Vice President. Fran also worked at Avantax Investment Services as a Regional Director prior to joining RWA Wealth Partners. He is passionate about financial planning and helping individuals and families achieve successful outcomes. Fran is a CERTIFIED FINANCIAL PLANNER™ professional who earned his B.A. in communications from Stonehill College. He resides with his wife and three daughters in Milton, MA.


  • CFP®


  • Five Star Wealth Manager* (2024)


  • B.A., Communications, Stonehill College


Newton Office

85 Wells Avenue, Suite 109,
Newton, MA 02459
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

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