Angie M. Stephenson
1869 Charter Ln., Ste. 301
Lancaster, PA 17601-5898
- Certified Public Accountant, Pennsylvania
- Certified Public Accountant, Virginia
- Certified Financial Planner
- American Institute of Certified Public Accountants, Financial Planning Section and Tax Division
- Pennsylvania Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Financial Planning Association
- BS, Concord University
With more than 22 years of professional experience, Angie is a partner in ParenteBeard Wealth Management LLC, a registered investment advisory firm. A seasoned investment advisor, Angie assists clients with their financial and tax needs, including planning services such as estate, retirement, business succession, income tax, investment and insurance planning and implementation of such plans. She plays a key role in planning and managing investment portfolios.
Angie works closely with business owners and executives to provide guidance on the succession of their business entities in a tax efficient manner. Additionally, she works with groups that have fiduciary responsibility to oversee funds and assets in pension plans and nonprofit funds. She provides an independent overview of the investments and assists the trustees or fiduciaries with decision making required on the assets through writing of investment policy statements, proper diversification, risk management and performance in comparison to benchmarks that are appropriate.
A recognized industry leader, Angie has presented on tax, finances, retirement and estate planning to executives at publicly and privately held companies. She’s also held leadership roles for the Pennsylvania Institute of Certified Public Accountants Reading chapter, Lancaster Day Care Center, Junior Achievement of Central Pennsylvania and the Lancaster Family YMCA.