CFP?, CPWA?, MSFP, etc. | Financial Planner specializing in inheritance & gift/estate planning strategies
Thank you to all who attended last night's webinar! You can watch the replay here: https://wix.to/JO0z4cC
Silverstone Financial LLC
投资管理
Owings Mills，Maryland 271 位关注者
Fee-Only Fiduciary Wealth Management
关于我们
Silverstone Financial is a Registered Investment Adviser located in the state of Maryland. We provide a variety of financial advisory services to individuals, families, and businesses in the United States.
- 网站
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https://www.silverstone.financial
Silverstone Financial LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 1 人
- 总部
- Owings Mills，Maryland
- 类型
- 私人持股
- 创立
- 2021
- 领域
- asset management、wealth management、financial advising、financial planning、retirement planning、tax planning、insurance planning、estate planning、business consulting、fee-only、fiduciary、portfolio management、stocks、ETFs、option strategies、cryptocurrencies、management consulting、financial consulting和strategic consulting
地点
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主要
获取路线
4401 Silverbrook Ln
APT B301
US，Maryland，Owings Mills，21117
Silverstone Financial LLC员工
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Gordon Achtermann, CFP?, MBA, CSRIC?
Ensuring money MAGNIFIES your values instead of UNDERMINING them so you can enjoy the life of your dreams without regret.
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Jeremy Eppley
CFP?, CPWA?, MSFP, etc. | Financial Planner specializing in inheritance & gift/estate planning strategies
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Alexandra Doncheva
Finance Student at the University of Maryland - Robert H. Smith School of Business | Wall Street Fellow | Incoming Morgan Stanley Private Credit…
动态
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Check out Jeremy Eppley's Monthly Market Update Webinar recording for February 2025! #finance #stockmarket #webinar #feeonly #fiduciary #wealthmanagement https://lnkd.in/eVAwRy6K
DeepSeek & Trump Tariffs – Monthly Market Update Webinar – February 2025
https://www.youtube.com/
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The Latest Episode of the New Planner Podcast is out Now! Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you! Listen in as Jeremy recounts launching his firm just three months after entering the workforce. You'll hear about the challenges he faced, including going 11 months without a new client. Jeremy also discusses the designations he pursued, how his firm has grown, and tips he would give others considering starting their own business. https://bit.ly/4iHW6rY
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Congratulations to Jeremy Eppley who passed his CFA Level 1 November 2024 exam, earning a score above the 90th percentile of all candidate scores.
CFP?, CPWA?, MSFP, etc. | Financial Planner specializing in inheritance & gift/estate planning strategies
I am pleased to share that I have passed my CFA Level 1 November 2024 exam, scoring above the 90th percentile! On to Level 2 in May!
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Check out Jeremy Eppley's Monthly Market Update Webinar recording for December 2024! #finance #stockmarket #webinar #feeonly #fiduciary #wealthmanagement https://lnkd.in/eZsk_vcm
UnitedHealthcare CEO Shot – Monthly Market Update Webinar – December 2024
https://www.youtube.com/
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CFP?, CPWA?, MSFP, etc. | Financial Planner specializing in inheritance & gift/estate planning strategies
Silverstone Financial LLC's supervisor, Citrus, wishes you all a happy Thanksgiving! Make sure you remember to share some turkey with your furry supervisors at home, too! ????
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Check out Jeremy Eppley's Monthly Market Update Webinar recording for November 2024! #finance #stockmarket #webinar #feeonly #fiduciary #wealthmanagement https://lnkd.in/eP8R2wuD
Monthly Market Update Webinar – November 2024 – Presidential Election Initial Reaction
https://www.youtube.com/
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CFP?, CPWA?, MSFP, etc. | Financial Planner specializing in inheritance & gift/estate planning strategies
Last month, I was invited to speak at the CFP Board 2024 Connections Conference. I was a part of the "Finding Your Fit" panel alongside my fellow panelists Ashley, Mani, and Kasey. It was amazing to meet so many passionate future CFP professionals who will one day shape the financial planning industry. Thank you to everyone who attended! #CFPCONNECTIONS24 #CFPBOARD #CFPPROFESSIONALS #FINANCIALPLANNING
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Finance Student at the University of Maryland - Robert H. Smith School of Business | Wall Street Fellow | Incoming Morgan Stanley Private Credit Summer Analyst | 2025 Girls Who Invest Scholar
I am thrilled to announce that I have accepted a spring internship offer at Silverstone Financial LLC as a Financial Planning & Wealth Management intern. I will begin my time by aiding the firm with a merger and then transition to more investment management and client-facing work. Huge thank you to Jeremy Eppley and Gordon Achtermann, CFP?, MBA, CSRIC? for the amazing opportunity.
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Check out Jeremy Eppley's Monthly Market Update Webinar recording for October 2024! #finance #stockmarket #webinar #feeonly #fiduciary #wealthmanagement https://lnkd.in/esB38Mgy
Monthly Market Update Webinar – October 2024
https://www.youtube.com/