Michelle’s Approach
Michelle Socha Vang
CFP®, EA
Managing Partner / Financial Advisor / Member Owner
Overview
Michelle Socha Vang is a managing partner and financial advisor in Savant’s Corning, New York, office. A CERTIFIED FINANCIAL PLANNER®, Michelle works primarily with individuals and families approaching or transitioning into retirement.
Michelle takes a relationship-focused approach to wealth management and financial planning, believing that meaningful advice begins with getting to know the people behind the numbers. She takes the time to understand not only a client’s financial picture, but also their family, priorities, concerns, and what is most important to them. Many of Michelle’s client relationships have developed over the years and through different stages of life, giving her the opportunity to help clients navigate retirement, changing family needs, and other important financial decisions along the way.
Her personal approach helps clients bring together the many pieces of their financial lives and make informed decisions as their needs and circumstances change. As an Enrolled Agent (EA), licensed by the Department of the Treasury to practice before the IRS, Michelle incorporates her tax background into the financial planning process and considers how tax decisions fit within a client’s broader financial plan.
Before joining Savant, Michelle served as managing partner and chief compliance officer of Socha Financial Group, LLC, from 2019 to 2026, where she helped guide the firm’s growth and development while continuing to serve clients. Previously, she worked as a senior financial advisor at Nancy A. Socha & Associates from 2008 to 2018. Michelle joined Savant in 2026 when Socha Financial Group became part of the firm.
Michelle earned a bachelor’s degree in business and retail management with a minor in supply chain management from Syracuse University. She volunteers with Fund for Women and supports efforts that strengthen her local community.
Outside of work, Michelle enjoys spending time with her husband and their three children. They spend much of their free time cheering on the kids at sporting events and traveling both regionally and nationally for Quarter Midget racing. When they have a chance to slow down, they enjoy spending time at the lake with family and friends or getting together with friends and neighbors, where a competitive game of euchre is often part of the evening.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Education
- Syracuse University
Bachelor of Science in Business and Retail Management with a Minor in Supply Chain Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
Affiliations
- Fund for Women – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.