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Jeremy Eppley

AIF®, CFP®, CPWA®, MSFP,

APMA®, CRPC®, MPAS®

Founder & Financial Planner

"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.

 

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.

 

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.

 

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.

 

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.

 

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.

Connect with Jeremy

email:   jeremy@silverstone.financial

phone:   (301) 701-4565

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Jeremy's Media Mentions
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2024 . 05 . 21

HousingWire: Why equity-tapping challenges may make reverse mortgages ‘inevitable’

Jeremy Eppley was quoted in HousingWire's article:

Why equity-tapping challenges may make reverse mortgages ‘inevitable’

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