Ronald Lehman

EP Wealth Advisors

Regional Director/Partner

Contact Me

Ronald Lehman

EP Wealth Advisors

Regional Director/Partner

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Ronald Lehman

Contact Me

(610) 565-2343

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Ronald Lehman is a Media, PA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ronald Lehman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Ronald Lehman had more than 15 years of experience in the financial services industry when he joined EP Wealth Advisors in 2022. Ronald’s previous responsibilities included roles as an Investment Advisor Representative at Lehman & DeRafelo Financial Resources LLC, where he was lead on tax planning with a heavy emphasis on retirement distribution planning. He also led efforts on tax preparation at Lehman Financial Resources, Inc. He enjoys assisting people in achieving their financial goals through financial planning as well as portfolio management for individuals and businesses of all sizes. A husband and father, Ronald likes to spend his free time enjoying the company of friends, wife and children, and the excitement of Philadelphia sports, as well as volunteering his time as a youth soccer coach for his daughters.

Education

The College of New Jersey, B.A., Communications

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Contact Ronald Lehman

(610) 565-2343

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Office Locations:

  • 1215 W. Baltimore Pike
    Suite 8
    Media, PA 19063

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