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

Robert Lepson

Robert Lepson

Partner, Senior Wealth Advisor
6175593421
rlepson@rwawealth.com

Experience the human side of wealth.

Bob brings more than 30 years of experience in the financial services industry to the clients he partners with. He joined RWA Wealth Partners in 2017 upon its acquisition of Braver Wealth Management. Prior to joining Braver, he was vice president and regional planning consultant with Fidelity Investments. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. In 2023, Bob was honored in Boston magazine as a Five Star Wealth Manager for the ninth time, and his expertise has been featured in The Boston Globe, Financial Advisor magazine and The Wall Street Journal. Bob has also hosted an online finance forum on Boston.com. He earned a B.A. from Brandeis University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association. Bob has two adult children and resides in Brookline, MA, with his wife, Johanna, and their Siberian Husky, Luna.

Accreditations

  • CFP®

Awards

  • Five Star Wealth Manager* (2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023)

Education

  • B.A., American Studies, Brandeis University
*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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