Stephen’s Approach
Stephen A. Heitz
AIF®, CEPA®, CRPS®
Managing Partner / Financial Advisor / Member Owner
Overview
Stephen Heitz serves as managing partner and financial advisor in our Louisville, Kentucky, office, where he focuses on complex financial transitions for individuals and business owners.
Stephen helps clients navigate pivotal life and business milestones, including business succession planning, retirement strategies, aging care solutions, wealth transfer, and philanthropic planning. He works closely with clients to align financial decisions with their values and long-term goals, emphasizing practical, forward-looking guidance that supports sustainable outcomes.
With more than two decades in the financial services industry, Stephen brings deep experience to each client relationship. He co-founded Sortino Advisory Partners, where he led family wealth and retirement plan consulting before the firm joined Savant in 2024.
Stephen holds an Accredited Investment Fiduciary® (AIF®) designation, is a Certified Exit Planning Advisor® (CEPA®), and a Chartered Retirement Plans SpecialistSM (CRPS®). These credentials support his work with business owners and families managing transitions, governance, and long-term financial planning.
He earned a bachelor’s degree in economics, with minors in math and business administration, from Bellarmine University in Louisville.
Stephen enjoys traveling with his wife and three children. He is an avid cyclist, scuba diver, and skier.
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.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Company Retirement Plan Services (RPS)
Retirement plan guidance for business owners and plan sponsors, covering plan design, investment selection, fiduciary responsibilities, and employee education.
Education
- Bellarmine University
Bachelor of Arts in Economics with minors in Math and Business Administration
Professional Designations
- Accredited Investment Fiduciary®
- Certified Exit Planning Advisor®
- Chartered Retirement Plans Specialist℠
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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