Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Angie M. Stephenson, CFP®, CPA/PFS

Chief Operating Officer

Angie M. Stephenson, CFP®, CPA/PFS  
Partner | Senior Wealth Advisor | COO

It’s about helping clients achieve their goals while personally getting to know them and their families.

That’s Angie’s favorite part of helping clients and families with their financial plans and investments: Seeing the results of the collaboration, problem solving, and dedication.

Angie’s depth of knowledge is second only to her dedication to clients and Domani Wealth team members. She works with clients including individuals, families, trusts, and charitable foundations, coming alongside each to guide and manage detailed financial plans built to serve the client’s goals. She also works closely with those who use Domani Wealth’s Family Office services. Domani Wealth’s incredibly wide variety of services and expertise can benefit every type of client.

“When we explain our whole process of working with a client in a comprehensive manner that includes financial planning, goal setting, income tax planning and review, charitable planning, family gifting, estate planning, and more, many new clients are amazed at all we do,” Angie says. “Robust financial planning is necessary before anyone can develop an investment program customized to an individual client or organization; you cannot do one well without the other.”

Angie’s background as a CPA with 15 years of experience in public accounting and tax consulting enables her to apply this specialized knowledge to many aspects of client planning, including estate, gift, business ownership, wealth transfer, trust and foundation engagement. Her significant tax planning background allows her to better understand financial planning techniques and the tax consequences for each specific client – a benefit many clients appreciate as they work with Angie.

She works hand-in-hand with Domani Wealth’s Investment Strategy Group as well, ensuring that no matter the season, client portfolios are aligned with their financial plans, cash needs, and appropriate risk levels. The team’s tax efficient investment approach also goes above and beyond many investment firms to assist clients in taking advantage of the many tax laws and constant changes, requiring intensive work from which clients can benefit.

She particularly likes to highlight Domani Wealth’s charitable philanthropic plans. “We are so fortunate to work with many higher-net-worth families who are very charitably inclined,” she says.

Angie’s role also encompasses leading Domani Wealth as a member of our executive management team. She’s a founding member of the firm. In her responsibilities as Chief Operations Officer, she’s known for welcoming new ideas and showing appreciation for our team members.

“It’s all about listening,” she says. “Listening to clients, to deeply understand their life changes, goals, and needs. And listening to our team to provide the best service we can to clients and connect well.” She is known for providing guidance and a simple message, “We make decisions and offer recommendations as if it were our finances and personal goals. This will naturally help us consider the outcomes much more carefully in guiding our clients through planning and investment management decisions. This thinking will always put our clients first in all decisions that are made.”

Angie enjoys vacations with her large family located throughout the U.S. Anyone who knows her well will tell you that she loves her family, Stella her vizsla dog, biking, and the beach. She also has been known to arrange her schedule around her favorite sporting events!

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • Personal Financial Specialist
  • BS Accounting, Concord University

 

Professional Memberships 
  • Financial Planning Association
  • Financial Planning Association of Central PA
  • American Institute of Certified Public Accountants, Personal Financial Planning and Tax Section
  • Pennsylvania Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants

 

Community Involvement (Current and Prior)
  • Edward Hand Medical Heritage Foundation, Board Member
  • 100 Women Who Care, Lancaster County Chapter
  • Lancaster Early Education Center
  • Junior Achievement, Commonwealth Board
  • Lancaster YMCA
Angie M. Stephenson, wealth advisors

CONTACT INFO

RECENT PUBLICATIONS

Focus on the Future
Central PA Medicine
May 2020

The Best Parts
Domani Wealth Newsletter
March 2020

Tax Deadlines 2020
March 2020

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