We are proud to announce that Jeremy Eppley , CFA, CFP®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS® has earned his Chartered Financial Analyst® designation! The CFA ® credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. Successful CFA Program candidates repor

We are proud to announce that Jeremy Eppley, CFP®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS® has earned his Certified in Blockchain and Digital Assets® designation! The CBDA ® certification is a specialized professional credential for financial advisors who guide clients through blockchain technologies, cryptocurrencies, tokenization, and broader digital asset strategies. Jeremy earned his CBDA® certification through the Digital Assets Council of Financial Professionals

Silverstone Financial is expanding! As of today, March 1, 2025, Your Best Path Financial Planning has merged with Silverstone Financial. With this union, we are evolving from two solo-practices to a multi-advisor budding boutique wealth management firm. We are incredibly excited to welcome Gordon Achtermann, CFP®, CSRIC®, MBA to Silverstone Financial. He brings so much knowledge and expertise along with him. The compatibility that Gordon and Jeremy have experienced during th

We are proud to announce that Jeremy Eppley, CFP®, CPWA®, MSFP, AIF®, APMA®, CRPC®, MPAS® has earned his Certified Private Wealth...

We are proud to announce that Jeremy Eppley, MSFP, CFP®, AIF®, APMA®, CRPC®, MPAS® has earned his Master of Science degree in Personal...

We are proud to announce that Jeremy Eppley, CFP®, AIF®, APMA®, CRPC® has earned his CERTIFIED FINANCIAL PLANNER™ Certification! The CFP®...

I am proud to announce that Silverstone Financial has been accepted to three prestigious associations for financial advisors: National...

We are proud to announce that Jeremy Eppley, CRPC®, APMA®, AIF® has earned his Chartered Retirement Planning Counselor™ (CRPC®)...

We are proud to announce that Jeremy Eppley, APMA®, AIF® has earned his Accredited Investment Fiduciary® (AIF®) Designation! We are so...

Welcome to Silverstone Financial's first blog post! Our financial professionals will post periodically with the goal of educating our...