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

Jeremy Eppley, CFP®


Founder & Fiduciary Financial Planner

Silverstone Financial

4401 Silverbrook Ln APT B301
Owings Mills, MD 21117
(301) 701-4565 CONNECT WITH Jeremy
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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

  • 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


Helpful Financial Planning Resources