Ascend Beyond Wealth

Frank Lepore is an Equity Partner and Wealth Management Advisor with OnePoint BFG Wealth Partners. For over 20 years, Frank has guided families through the complexities of comprehensive financial planning, helping them make confident, long‑term decisions with clarity and purpose. Known for his calm presence, thoughtful approach, and deep commitment to multi‑generational planning, Frank focuses on building relationships that last and delivering guidance families can rely on through every season of life.

Frank’s dedication to exceptional service has earned him recognition as a Forbes Best‑in‑State Wealth Advisor, reflecting his commitment to providing clients with meaningful, transparent, and highly personalized financial guidance.

Beyond his work with clients, Frank is an active supporter of several charitable organizations, including the Tom Coughlin Jay Fund, Behind the Seams, Table to Table, and Eva’s Kitchen. His involvement reflects his belief in strengthening families and giving back to the communities he serves. Outside of work, Frank enjoys paddle, pickleball, and golf, and values time spent with his wife and their four children. His devotion to family is at the heart of his practice and shapes the way he helps clients use their wealth to build stability, opportunity, and fulfillment for the people they love.

CA Insurance License #0F11615

To learn more about working with Frank, schedule a meeting.

Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them. Josh’s philosophy of service exemplifies his outlook. Clients, no matter how big or small, come second to none. He takes the time to provide the best service and personal attention, helping to ensure that everyone can reach their goals."

In addition to his years at OnePoint BFG Wealth Partners, Josh previously worked as a financial advisor for Northwestern Mutual. He is a graduate of Johnson & Wales University and is an active member and contributor to the Columbia High School Booster Foundation.

CA Insurance License #4105885

To learn more about working with Josh, schedule a meeting.

Dimitri joined OnePoint BFG Wealth Partners as an intern in September 2011 and currently serves as a Senior Research and Investment Analyst. He works closely with wealth advisors to create fully integrated wealth management proposals for their clients. Dimitri performs a wide-range of financial planning duties, including security research, portfolio design, retirement, tax and educational modeling, trading and risk management for the advisors. Prior to joining the firm on a full-time basis, he served as the Head of Research and Investment Analysis at Pioneer Financial.

Dimitri is a graduate of Caldwell University, with a Bachelor of Science in Accounting and a minor in Marketing.

Outside of the office, Dimitri is a sports enthusiast, especially soccer. He also enjoys spending time with family and friends, fitness, reading and travelling. He was born and raised in Barbados.