Stephen A. Heitz
AIF®, CRPS®
Managing Partner / Financial Advisor / Member Owner
“What you do for yourself dies with you when you leave this world, what you do for others lives on forever.” – Sir Ken Robinson
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Education &
Stephen has been involved in the financial services industry since 2003. He was a co-founder and director of family wealth and retirement plan consulting at Sortino Advisory Partners until it joined with Savant in 2024. Stephen spent his entire career advising a select group of clients on complex financial plans, with an emphasis on retirement and aging care, as well as estate and charitable planning.
Stephen earned a bachelor of arts degree in economics with minors in math and business administration from Bellarmine University in Louisville. He is an Accredited Investment Fiduciary® (AIF®) and a Chartered Retirement Plans SpecialistSM (CRPS®).
Stephen enjoys traveling with his wife and three children. He is an avid cyclist, scuba diver, and skier, and he coaches high school archery.
Education &
Designations
- Bellarmine University
Bachelor of Arts in Economics with minors in Math and Business Administration - Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Plans SpecialistSM (CRPS®)