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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:

  • CFP® – CERTIFIED FINANCIAL PLANNER™
  • CPWA® – CERTIFIED PRIVATE WEALTH ADVISOR™
  • AIF® – Accredited Investment Fiduciary™
  • APMA® – Accredited Portfolio Management Advisor™
  • 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

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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.
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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.

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This Office

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