Angie M. Stephenson

CFP®, CPA/PFS

Change is constant, and I find it exciting. It comes with continual learning, something I’ve always enjoyed, and I am dedicated to discovering new best practices and knowledge.

1869 Charter Lane Suite 302 Lancaster, PA 17601
717.393.9721

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. Prior to joining Domani, Angie worked in public accounting and tax consulting for 15 years.

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.

Angie earned a bachelor of science degree in accounting from Concord University in West Virginia. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), and holds the Personal Financial Specialist credential issued by the American Institute of Certified Public Accountants. Angie is a member of the Financial Planning Association, the Financial Planning Association of Central PA, the American Institute of Certified Public Accountants, 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 enjoys spending time with her large family located throughout the country. She loves spending time with Stella, her Vizsla dog, biking, and the beach. She also has been known to arrange her schedule around her favorite sporting events.


Education &
Designations

  • Concord University
    Bachelor of Science in Accounting
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant (CPA) / Personal Financial Specialist (PFS)

Affiliations &
Community Service

  • Financial Planning Association – member
  • Financial Planning Association of Central PA – member
  • American Institute of Certified Public Accountants (AICPA) – member
  • Pennsylvania Institute of Certified Public Accountants – member
  • Virginia Society of Certified Public Accountants – member
  • Lancaster Medical Heritage Foundation – board member
  • Lancaster County Women for Good chapter of Grapevine – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.