Proven Financial Experience. Personal Client Experience.

Stephen Angelis

Founder & Managing Partner

Stephen is responsible for the day-to-day client experience at his firm, a responsibility he takes seriously. His experience leading investment firms over the past 30 years has provided him with a keen understanding of the needs of high-net worth families; how to navigate large sums of money in the global markets; and lastly, how the design and execution of customized strategies is crucial to his clients' long-term financial success.

Before founding the firm, Stephen held executive leadership positions responsible for the firm’s High Net Worth group, as well as the Trust, Financial Planning, Tax and Investment Management teams overseeing billions of dollars in client assets. His expertise has earned Stephen invitations to serve on the boards of leading financial firms, including Tompkins Financial Advisors; NCF Financial Services; and The Peer Group Advisory Board. He has also been a committee or council member at INVEST Financial Corporation; LPL Financial; National Commerce Financial Corporation; Nationwide Financial Corporation; and Tompkins Financial Advisors.

Stephen earned a Bachelor’s of Science from the University of Nevada, Las Vegas. On his personal time, he enjoys his family, traveling and playing tennis.

IFP Support Team

Angelis Wealth Group is a member of the Independent Financial Partners (IFP) network of financial professionals. This alliance with IFP gives our firm access to the tools and resources necessary to provide the level of service that plan sponsors, plan participants, and private investors deserve.

Independent Financial Partners (IFP) is a full-service financial professional support firm. Financial professionals are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.

Aaron Gilman, CFA®, CFP®

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Angelis Wealth Group

Pete Nunley, CFA™

Director, Asset Management, IFP Asset Management

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps financial professional with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Angelis Wealth Group

Experience the Personal Attention of a Boutique Firm with Your Interests in Mind.

Schedule your complimentary consultation with Stephen at your convenience, either in-person or by device.

Stephen Angelis
Founder & Managing Partner

C: 614-906-4212
O: 614-812-0600