Millennials & GenZ
Build an emergency fund (6 months), pay down high interest debt (>5%), and start investing early (Roth IRA)!
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Jeremy Eppley
Founder & Fiduciary Financial Planner
CFP®, CFA®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS®
Silverstone FinancialOwings Mills, MD 21117
Languages: English, French
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Philanthropists
Let's make a tax-efficient charitable plan. Avoid giving cash gifts, instead give appreciated stock/assets via DAF/CRT.
Retirees or Seniors
Don't procrastinate on your tax planning. RMDs are coming in your 70s and it's better to start tackling them in your 60s
Major Milestones I Specialize In
Death in the Family
A death in the family can be an emotional and confusing time. We specialize in helping executors through the process.
End of Life and Legacy Planning
Beware taxes. We specialize in estate/gift/charitable planning to leave money to charities or loved ones efficiently.
Sudden Wealth or Inheritance
Receiving an inheritance can be life-changing. We specialize in helping recent heirs deploy newfound wealth effectively.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country. 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.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.