Jeremy Eppley, CFP^®

CPWA, MSFP, etc

Founder & Fiduciary Financial Planner

Silverstone Financial

4401 Silverbrook Ln APT B301
Owings Mills, MD 21117

FINANCIAL ADVISOR'S WEBSITE

https://www.silverstone.financial/

(301) 701-4565 CONNECT WITH Jeremy

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

$250+/mo financial planning + 0.50% AUM. Bundle discounts and bonuses are available, including free tax prep and estate document drafting. Our pricing is transparently displayed on our website; learn more here - https://www.silverstone.financial/

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Silverstone Website

General

Jeremy Eppley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Silverstone Financial in Owings Mills, MD and the surrounding communities.

Financial Advisor Overview

Hi, I’m Jeremy Eppley, a fee-only fiduciary financial planner and investment manager. I help young professionals and entrepreneurs maximize their long-term wealth accumulation and minimize the stress that comes with managing their money.

Financial Advisor Experience

Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country. After earning a Bachelor of Science degree in Finance from Towson University, I continued my education, pursuing a Master of Science in Personal Financial Planning from the College for Financial Planning. Beyond my formal education, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional and additionally earned my AIF®, APMA®, and CRPC® designations. I began my career at a boutique wealth management firm in Maryland, where I gained valuable industry experience and refined my skills. This experience eventually led me to the decision of establishing my own firm during the pandemic. Guided by a strong commitment to the Fee-Only Fiduciary movement, I founded Silverstone Financial with the goal of delivering genuine client-focused service. As a fee-only fiduciary financial planner, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals. Designations & Degrees: • CFP® – CERTIFIED FINANCIAL PLANNER™ • AIF® – Accredited Investment Fiduciary™ • APMA® – Accredited Portfolio Management Advisor™ • CRPC® – Chartered Retirement Planning Counselor™ • B.S., Business Administration & Investments • M.S., Personal Financial Planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CPWA^®, MSFP, AIF^®, APMA^®, CRPC^®, MPAS^®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Cross-border Planning, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Sudden Wealth, Personal Taxes