Back to Search Favorites List

Jeremy Eppley (AIF®, CFA, CFP®, CPWA®, CRPC®, MSFP)

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

  • Alternative or Private Investments
  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives

Planning Specialties

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.

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, earning 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, a CERTIFIED PRIVATE WEALTH ADVISOR™ professional, a Chartered Financial Analyst™ charterholder, and additionally earned my AIF®, APMA®, CBDA®, CRPC®, and MPAS® designations.

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:

  • CFA® – Chartered Financial Analyst™
  • CFP® – CERTIFIED FINANCIAL PLANNER™
  • 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

NAPFA Start Date

September 28, 2022

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

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