Angie M. Stephenson
Partner

P: 717.393.9721
Angie.Stephenson@ParenteBeard.com

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Lancaster Office
1869 Charter Ln., Ste. 301
Lancaster, PA 17601-5898
P: 717.393.5696
F: 717.393.5699

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Angie is a partner with ParenteBeard Wealth Management LLC, a registered investment advisory firm. She serves clients in the Lancaster area as well those in the Cherry Hill, NJ area from our Cherry Hill office location. Angie is an experienced financial and investment advisor with more than 22 years of experience. As a financial planner, 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 is actively involved in the planning and management of investment portfolios.

Angie has given a number of seminars on tax, financial, retirement and estate planning to executives at publicly and privately-held companies. She also works closely with business owners and executives to provide planning for the succession of their business entities in a tax efficient manner. As an independent financial advisor and consultant, Angie frequently works with groups that have fiduciary responsibility to oversee monies and assets in pension plans and non-profit funds. She provides an independent overview of the investments and assists the Trustees or Fiduciaries in making decisions required on the assets including writing of investment policy statements, proper diversification, risk management and performance in comparison to benchmarks that are appropriate.

She has served in leadership positions for the Reading chapter of PICPA, Lancaster Day Care Center, Junior Achievement of Central Pennsylvania, and Lancaster Family YMCA. Angie is active in the Financial Planning Section and Tax Division of AICPA.

Education

  • Certified Public Accountant in Pennsylvania
  • Certified Financial Planner
  • Certified Public Accountant in Virginia
  • BS - Business Administration, Concord College

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Financial Planning Association
  • Virginia Society of Certified Public Accountants