Jeremy Eppley (AIF®, AMPA®, CFP®, CRPC®)

Jeremy Eppley focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

We serve young professionals (Gen Z, Gen Y/Millenials, and Gen X), entrepreneurs, self-employed individuals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, income planning, estate planning, portfolio management, home buying, cross-border planning, tax planning, and more.

Additional Information

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

NAPFA Start Date

September 28, 2022

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This Office

4401 Silverbrook Ln Owings Mills, MD 21117 Phone: (301) 701-4565