Ronald Lehman

Regional Director/Partner

Philadelphia-Exton, Pennsylvania Hilton Head Island, South Carolina

Ronald enjoys assisting people in achieving their financial goals through financial planning as well as portfolio management for individuals and businesses of all sizes.
Ronald 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.
Ronald is a graduate of The College of New Jersey, earning a B.A. in Communications.
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.