Silverstone Financial
Silverstone Financial is a Fee-Only Fiduciary Wealth Management Firm located in Maryland.
Guided by a strong commitment to the Fee-Only Fiduciary movement, our goal of delivering genuine wealth management services without conflicts of interest, like insurance or annuity sales, led us to starting an independent RIA firm. Silverstone Financial was founded in 2021 during the Covid-19 pandemic.
Today, we continue to use our platform to provide independent unbiased advice to our clients. We work with a variety of individuals and businesses by educating, advising, and preparing them for their financial futures.
We specialize in working with Recent Heirs & Young Professionals with incomes above $100,000
who want to delegate their finances to professionals that understand their unique situations.
We help young professional and recent heirs maximize their long-term wealth accumulation
and minimize the time and stress that comes with managing their money.
Silverstone compared to Alternatives
Jeremy Eppley
AIF®, CFP®, CPWA®, MSFP,
APMA®, CRPC®, MPAS®
Founder & Financial Planner
AIF® – Accredited Investment Fiduciary™
CFP® – CERTIFIED FINANCIAL PLANNER™
CPWA® – Certified Private Wealth Advisor™
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