1869 Charter Lane
Suite 302
Lancaster, PA 17601 t: 717-393-9721
Savant Wealth Management
Lancaster, PA
Looking for a financial advisor in Lancaster who places your interests first? You’ve found the Wise Counsel of Savant Wealth Management. At Savant, we’re Main Street advisors, not Wall Street investors. We believe in building genuine relationships with our clients and crafting personalized financial plans that align with their unique goals and aspirations. As a majority employee-owned, fee-only Registered Investment Advisor, we prioritize your financial well-being. We offer comprehensive wealth management services tailored to your needs. Whether planning for retirement, tax planning, or estate planning, we’re here to help.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.
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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.
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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."
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