Jeremy Eppley
AIF®, CFP®, CPWA®, MSFP,
APMA®, CRPC®, MPAS®
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Founder & Financial Planner
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"As a financial planner, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I am committed to continuing to use my expertise to better the lives of others and bolster their financial confidence."
Designations & Education
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CERTIFIED FINANCIAL PLANNER™
CFP® certificants have met the CFP Board’s high standards for education, examination, experience, and ethics, and are the standard of excellence for competent and ethical financial planning.
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Certified Private Wealth Advisor™
CPWA® designees can demonstrate that they have met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care to serve the best interests of their clients.
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Accredited Investment Fiduciary™
AIF® designees can demonstrate that they have met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care to serve the best interests of their clients.
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Accredited Portfolio Management Advisor™
APMA® designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, and investor psychology.
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Chartered Retirement Planning Counselor™
CRPC® designees have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques.
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Master Planner Advanced Studies™
MPAS® designees have studied beyond the average financial planner's education and completed a Master of Science degree with a major in personal financial planning.
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B.S. – Business Administration & Investments
Bachelor of Science in Business Administration with a Concentration in Investments from Towson University.
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M.S. – Personal Financial Planning
Master of Science in Personal Financial Planning from the College for Financial Planning.
GPA: 4.00​
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Yale CPWA® Education Program
Yale's prestigious education program includes the latest, most advanced knowledge and techniques to address the sophisticated private wealth needs of clients with net worths above $10 million.
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