Robert Lepson | Boston, MA Financial Advisor | Adviser Investments

Robert Lepson

Partner, Senior Wealth Advisor

Bob brings more than 30 years of experience in the financial services industry to the clients he partners with. He joined Adviser Investments in 2017 upon its 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 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 GlobeFinancial Advisor magazine and The Wall Street Journal. Bob has also hosted an online finance forum on 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.

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