Mary Anne Stinger, CPA

Mary Anne helps clients bring order and clarity to their financial lives, particularly during times of stress or significant life change. Whether transitioning into retirement, managing multiple properties, navigating health issues, or feeling overwhelmed by paperwork, she delivers the structure and precision that complex financial lives require. Her work encompasses a comprehensive suite of personal financial services, including personal accounting and financial reporting, budgeting and analysis, cash flow management, bill pay,  and document retention. She also manages tax planning and reporting for complex family structures, businesses, and investment partnerships.

Known for her meticulous approach, Mary Anne applies careful attention to detail and rigorous quality control to every engagement, ensuring that each client’s financial records are accurate, organized, and current. Collaborative and empowering, she consolidates financial information, streamlines systems, and helps clients gain confidence in their decisions. She partners with internal colleagues and external professionals, including estate attorneys, external CPAs, investment managers, and insurance advisors, to ensure every aspect of a client’s financial picture is aligned.

Mary Anne joined the firm in 2013, bringing decades of experience serving families of wealth with tax compliance, planning solutions, and family office services. She previously worked for a family office affiliated with Bryn Mawr Trust and later managed a client’s private family office with diversified real estate investments, hotel operations in Canada, and other domestic business ventures. Earlier in her career, she gained foundational experience in private industry and at two international public accounting firms.

A Certified Public Accountant, Mary Anne earned her Bachelor of Business Administration from Neumann University and is a member of the American Institute of Certified Public Accountants. Outside of work, she enjoys golfing, time at the Jersey Shore, and walks with her dog.