Jeremy Eppley, CFP<sup>&reg;</sup> - Financial Advisor

Jeremy Eppley, CFP®

CFA® CPWA® etc.

Founder & Fiduciary Financial Planner

Silverstone Financial

4401 Silverbrook Ln APT B301
Owings Mills, MD 21117
FINANCIAL ADVISOR'S WEBSITE
(301) 701-4565 CONNECT WITH Jeremy
  • linkedin link
  • youtube link

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 specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently.

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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 CFA®, CPWA®, AIF®, APMA®, CBDA®, CRPC®, and MPAS® 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 specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently. 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™ • CFA® – Chartered Financial Analyst™ • CPWA® – Certified Private Wealth Advisor™ • AIF® – Accredited Investment Fiduciary™ • APMA® – Accredited Portfolio Management Advisor™ • CBDA® – Certified in Blockchain and Digital Assets™ • CRPC® – Chartered Retirement Planning Counselor™ • MPAS® – Master Planner Advanced Studies™ • B.S., Business Administration & Investments • M.S., Personal Financial Planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)
  • Other - CPWA®, MSFP, AIF®, APMA®, CBDA®, 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

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Helpful Financial Planning Resources