Angie M. Stephenson

Angie is a managing partner and financial advisor in Savant’s Lancaster and Wyomissing, PA offices. She has a membership interest in Savant.

Angie’s depth of knowledge is second only to her dedication to clients. She works closely with individuals, families, trusts, and charitable foundations to guide and manage detailed financial plans built to serve the client’s goals. Her background as a CPA helps her apply this specialized knowledge to estate and gift taxes, wealth transfer, and trust management.

As a CERTIFIED FINANCIAL PLANNER® professional, Angie is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. She is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA).

Angie has been involved in the financial services industry since 1995. She was a partner, senior wealth advisor, and Chief Operations Officer for Domani Wealth from its inception until it joined with Savant in 2023. She has extensive experience providing tax advice and consulting to clients and businesses.

Angie is a member of the Financial Planning Association, the Financial Planning Association of Central PA, the AICPA, the Pennsylvania Institute of Certified Public Accountants, and the Virginia Society of Certified Public Accountants.

Angie is a board member with the Lancaster Medical Heritage Foundation and a member of the Lancaster County Women for Good chapter of Grapevine. She actively volunteers and participates in local community causes supporting children, women, and animals.

Angie earned a bachelor of science degree in accounting from Concord University in West Virginia.

Angie enjoys spending time with her large family located throughout the country. She loves spending time with Aliz, her Vizsla dog, biking, and the beach. She also has been known to arrange her schedule around her favorite sporting events.