Angie M. Stephenson

Angie Stephenson is a managing partner and financial advisor based in Savant’s Lancaster and Wyomissing, Pennsylvania, offices, where she focuses on complex planning for ultra-high-net-worth individuals, families, trusts, and charitable foundations. Angie brings more than 30 years of experience aligning sophisticated financial strategies with long-term personal and philanthropic goals.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Angie integrates advanced tax strategy throughout the planning process. Her work often centers on multigenerational wealth transfer, estate and gift tax planning, trust management, and retirement income design, supported by detailed cash flow modeling. Her work includes navigating layered financial lives that include closely held businesses, concentrated equity, and significant charitable intent, while identifying tax-efficient opportunities.

Angie began her financial services career in 1995. She served as a partner, senior wealth advisor, and chief operations officer at Domani Wealth and began working at Savant in 2023 when Domani Wealth joined the firm. Throughout her career, she has advised individuals and business owners across a wide range of financial situations, drawing on a strong accounting foundation to inform thoughtful, forward-looking planning. She earned a bachelor’s degree in accounting from Concord University in West Virginia.

She remains actively engaged in the profession through the Financial Planning Association, the Financial Planning Association of Central Pennsylvania, the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants, and the Virginia Society of Certified Public Accountants. Angie also holds the Personal Financial Specialist (PFS) credential issued by the AICPA. In 2025, AdvisorHub recognized her in its “250 Advisors to Watch” RIA ranking, earning her the No. 58 spot in the ranking.¹

Angie supports her community as a board member of the Lancaster Medical Heritage Foundation and as a member of the Lancaster County Women for Good chapter of Grapevine. Away from work, she enjoys time with her large, nationwide family, biking, relaxing at the beach, and keeping up with her favorite sporting events alongside her Vizsla dog, Aliz.

¹2025 AdvisorHub 250 Advisors to Watch RIAs: This rating was published in June 2025 and was based on data from 12/31/23 to 12/31/24. Advisors are ranked on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be included in this ranking.