Jeremy Eppley
CRPC®, APMA®, AIF®
Silverstone Financial
Founder & Financial Planner
Jeremy Eppley
CRPC®, APMA®, AIF®
Silverstone Financial
Founder & Financial Planner
As a fee-only fiduciary financial advisor, 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. - Jeremy Eppley, CRPC®, APMA®, AIF®
Fee-Only, Fiduciary financial planner located in Owings Mills, MD, serving clients locally and virtually across the country.
Jeremy Eppley is an Owings Mills, MD fee-only financial planner. Silverstone Financial provides flat-fee comprehensive financial planning, including retirement, investment, tax, and estate planning.
As a fee-only, fiduciary, and independent financial advisor, Jeremy Eppley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We commit to you to always put your best interest above our own and serve you as best we can.
Jeremy Eppley is the Founder and Financial Planner at Silverstone Financial located in Owings Mills, MD.
I fell in love with financial advising after helping my friends and family with their investing questions.
I earned my Bachelor's degree from Towson University and am pursuing my Master's degree in Personal Financial Planning. I currently have the following designations:
CRPC® – Chartered Retirement Planning Counselor™
APMA® – Accredited Portfolio Management Advisor™
AIF® – Accredited Investment Fiduciary™
I started my career at a boutique wealth management firm in Maryland, eventually deciding to start my own firm during the pandemic. As a strong believer in the Fee-Only Fiduciary movement, I founded Silverstone Financial to be able to serve my clients the right way.
As a fee-only fiduciary financial advisor, 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.
Jeremy Eppley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Silverstone Financial is a Fee-Only Fiduciary Wealth Management Firm based in Maryland.
We provide a variety of financial advisory services to individuals, families, and businesses:
- Asset management with no minimums
- Flat-fee (subscription) financial planning
- Hourly financial planning
- Hourly business consulting
- Debt coaching
- Full-service Tax Return Prep
We use powerful software and technology to identify investment opportunities, calculate statistical probabilities, mitigate risk, and streamline our clients' experience. Our clients have access to invest in an array of securities, from stocks and ETFs, to option strategies and even cryptocurrencies.
Please see our website to learn more about us, the services we offer, and our pricing.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Inheritance
- Investment Management
- Debt Coaching / Cashflow / Budgeting
Ideal Clients
- Pre-Retirees
- X/Y/Z Generation
- Young Professionals
- Small Business Owners
- Diligent Savers & Investors
- HENRY (High Earners, Not Rich Yet)
- FIRE (Financially Independent Retire Early)
Working Together
- Free Initial Consultation
- Virtual Meetings & House-Call Meetings
- Flat-Fee, AUM, or Hourly Fee Options
- No Minimums or Hidden Fees
- Fee-Only (No Product Sales)
- Bundling Discounts
- Tax Return Prep
Professional Designations & Affiliations
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Jeremy Eppley is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeremy Eppley is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jeremy Eppley is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Jeremy Eppley is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Jeremy Eppley is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Jeremy Eppley's Blog Post: "How Holiday Gifting Can Save on Taxes" is Featured on XY Planning Network's Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes
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Jeremy Eppley's Blog Post "5 Steps to Get Your Financial Life in Order" is Featured on XY Planning Network's Good Financial Reads: Financial Planning Advice for Beginners
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Jeremy Eppley's Blog Post "What are the Best Credit Cards of 2022?" is Featured on XY Planning Network's Good Financial Reads: Built Good Credit (and How to Check your Credit Score)
Contact Jeremy Eppley
Office Locations:
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4401 Silverbrook Ln
B301
Owings Mills, MD 21117
