Robert F. Bodio, Jr., JD

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Robert F. Bodio, Jr

Tax Planning
Investment Strategies
Estate Planning


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2011 – 2024)

Rob Bodio brings more than 25 years of experience in tax, investment, and estate planning to his clients. 

Prior to joining the firm, Rob specialized in taxation, real estate transactions, estate planning and estate administration at a Worcester, MA law firm.  He currently provides tax and investment advice to pre-IPO executives, venture capital professionals, and executives from more established companies.  In 2004, he was made a Principal of the predecessor firm that merged into The Colony Group. 

  • Admitted to practice law in Massachusetts and the United States Tax Court
  • Member of the American and Massachusetts Bar Associations
  • Investment Adviser Representative (Series 66)
  • JD, Quinnipiac College School of Law
  • BA in Political Science from Boston College

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.