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

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, 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, and additionally earned my AIF®, APMA®, CRPC®, and MPAS® 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: