STEPHEN LEE
WagenerLee LLC Wealth Advisors
As a Certified Exit Planning Advisor (CEPA®), Stephen Lee is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Stephen Lee - - WagenerLee LLC Wealth Advisors - Columbia, Maryland, city=Columbia, display_country=United States, hs_object_source_detail_1=Find a CEPA December 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=stephen-lee, lname=Lee, hs_object_source_id=enrollmentId:2213076265860;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20DECEMBER%202025/LEE-STEPHEN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-DECEMBER-2025.pdf, hs_createdate=1767623958681, state=Maryland, id=44768630545, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Stephen Lee, email=steve@wagenerlee.com, associated_contact_record_id=192343383142, website=www.wagenerlee.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20DECEMBER%202025/10890_Lee_CEPA-Certificate-2025-December.pdf, is_editable=editable, url_slug_2=stephen-lee, impersonate_user_url=https://exit-planning-institute.org/member-detail/stephen-lee?impersonation=true, full_name=Stephen Lee, hs_lastmodifieddate=1768806036297, phone=+1 410-382-5191, company_name=WagenerLee LLC Wealth Advisors, name=Stephen, hs_object_id=44768630545, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=21044, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://www.wagenerlee.com - Phone: +1 410-382-5191
- City: Columbia
- State: Maryland
- Postal Code: 21044
- Country: United States
- Designations:
- Markets Served:
- Company Name: WagenerLee LLC Wealth Advisors
