Robert Lepson | Boston, MA Financial Advisor | Adviser Investments
Robert Lepson
Vice President, Wealth Manager
617.321.2200 Contact Robert
617.321.2200

Robert Lepson

Vice President, Wealth Manager


Background Experience

Bob brings almost 30 years of experience in the financial services industry to the clients he partners with. He joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Prior to joining Braver, he was Vice President and Regional Planning Consultant with Fidelity Investments, working closely with high-net-worth clients. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. In 2021, Bob was honored in Boston magazine as a Five Star Wealth Manager for the seventh time, and his expertise has 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 is also a member of the Financial Planning Association. Bob has two adult children and resides in Brookline, MA with his wife Johanna.

Awards

Five Star Wealth Manager (2015, 2016, 2017, 2018, 2019, 2020, 2021)

Certifications

CFP®

The Best Financial Advice I Ever Received

Set goals, spend less than I earn and don’t panic when the markets decline.

Also, find a way, any way, to buy that house across the street from the apartment we were renting back in 1994 as houses in our neighborhood tend to not only hold their value, but substantially appreciate over time.  This is simply another way of saying when buying real estate, always keep in mind  “location, location, location.”

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Investment Management
Life Transitions
Retirement Income Management
Retirement Planning
Socially Responsible Investments
Sudden Wealth Management
Wealth Management

Robert's Insights

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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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