Reston, VA
Stephanie Gumm
Hello 👋🏼 I’m Stephanie. I endeavor to help women, small business owners, dentists, and executives plan and achieve their dreams through thoughtful financial strategies. From retirement income and business planning to tax strategies and portfolio analysis, I focus on aligning your finances with what matters most to you.
I take an educational approach to my practice, guiding clients through complex decisions and ensuring they understand their options so they can make confident, intentional choices for their future. With over 25 years as a business owner myself, I aim to bring a real-world perspective to helping clients plan for every stage of life, including business exits, retirement, and long-term financial security.
Stephanie
’s team
Savvy Investment Team
Miranda Petersen
I’m a Client Service Associate with three years of industry experience, focused on delivering thoughtful, detail-driven support to both clients and advisors. I’m a proud Purdue University graduate and hold my Series 7 and SIE licenses, giving me a strong foundation in both service and securities.
Originally from Atlanta, I recently traded peaches for palm trees and now call Orlando home. When I’m not supporting clients, you can usually find me spending time with my fiancé, Bailey, and our two dogs cheering on some football games!
I became a financial planner because I’ve seen what happens when people don’t have the right guidance. Now, I’m passionate about helping others, especially women and business owners, build the confidence, clarity, and structure they need to achieve the future they envision.
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STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Get to know
Stephanie
Stephanie Gumm is a seasoned financial advisor and business owner with over 25 years of experience helping clients achieve their financial goals. She is passionate about guiding women, small business owners, executives, and dentists through comprehensive financial planning, retirement income strategies, business planning, tax planning, and portfolio analysis. Stephanie is committed to aligning her clients’ strategies with their values, dreams, and long-term goals, ensuring that every recommendation is purposeful and actionable.
Stephanie brings a unique perspective to her clients, shaped by her own family experience. Raised in Baltimore with a private school education and summers spent at Rehoboth Beach, she witnessed firsthand the challenges families face when retirement and long-term planning are overlooked. This experience fuels her passion for educating clients and helping them confidently navigate their financial journey. For her business-owner clients, Stephanie begins each engagement with a thorough exit strategy, ensuring the business and personal financial goals are aligned for a successful transition in the future.
Outside of her professional life, Stephanie is deeply committed to her community. She serves as Vice Chair of the Board at Dandelion Meadow, supporting women who are victims of addiction and human trafficking, and she helped found the Love For Children outreach program through St. Paul’s Episcopal Church. She enjoys gardening, hiking, traveling, and spending time in the Virginia mountains with her husband and twin children.
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How did you become a financial advisor?
I started my career in group benefits design, helping small business owners navigate complex insurance and benefits decisions. Early on, I realized I wanted to do more to make a broader impact on my clients’ financial lives. That led me to transition into financial advising, and eventually into comprehensive financial planning, where I can help clients create holistic strategies that align with both their personal and business goals.
What types of clients do you work with?
I work primarily with small business owners, dentists, and individuals who are focused on securing their retirement. I enjoy helping clients navigate both their personal and business financial lives, creating strategies that provide clarity, confidence, and long-term peace of mind.
What areas of expertise do you have?
My expertise lies in exit planning, holistic financial planning, and wealth management. I help clients connect all the pieces of their financial lives being business, personal, and investment strategies, so they can make informed decisions and work toward their long-term goals with confidence.
What kinds of strategies do you help clients with?
I help clients with a wide range of strategies designed to create a comprehensive, tailored financial plan. This includes tax planning to minimize liabilities, cash flow management to ensure money is working efficiently, risk management to help protect against unexpected events, and wealth management strategies aimed to grow and preserve assets. My approach is always holistic, connecting each piece of a client’s financial picture to help them achieve their short- and long-term goals.
What is your favorite part of working with clients?
My favorite part of working with clients is helping them take control of their financial future. I love guiding them through complex decisions, breaking down complicated concepts, and showing them how different strategies can work together to achieve their goals. There’s something incredibly rewarding about seeing clients gain clarity, confidence, and a sense of direction, whether it’s planning for retirement, growing their business, or preparing for a major life transition. Being part of that process and watching their progress firsthand is what makes this work so fulfilling.
What is it like partnering with Savvy?
What I love most about working with Savvy is the “can do” culture. Every day, the team is focused on finding solutions, supporting advisors, and helping clients succeed. That energy and commitment give me the freedom to focus on what I feel I do best: working directly with my clients, designing strategies that fit their unique situations, and helping them move confidently toward their goals. It’s a true partnership that makes both my work and my clients’ experience better.
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