Find a Financial Professional
    for Inheritance

    Guides recipients through receiving an inheritance, including taxes and wealth decisions. 1 vetted professional offers this service, with practices in Maryland. Compare credentials, fees, and minimums, then request an introduction free.

    Jeremy Eppley

    Jeremy Eppley

    Founder & Financial Advisor

    Silverstone Financial

    I fell in love with financial advising after helping my friends and family with their investing questions. I earned my Bachelor's degree from Towson University and am pursuing my Master's degree in Personal Financial Planning. I started my career at a boutique wealth management firm in Maryland, eventually deciding to start my own firm during the pandemic. As a strong believer in the Fee-Only Fiduciary movement, I founded Silverstone Financial to be able to serve my clients the right way. Please learn more about why it is important to work with a fee-only fiduciary advisor on my website. As a fee-only fiduciary financial advisor, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals.

    Owings Mills, Maryland
    CRPC®CFPCPWA®Fee-Only$1
    Financial PlanningInvestment ManagementBusiness Succession Planning+5

    What to look for in a financial professional for inheritance

    • Direct, ongoing experience with inheritance, not just a passing mention on their profile.
    • Fiduciary status, so their advice is legally required to serve your interests first.
    • Relevant credentials such as CFP, CFA, CPA, or a designation specific to your situation.
    • A fee structure you understand up front: flat fee, hourly, or a percentage of assets.
    • A minimum investment requirement that matches where you are today.
    • Clear communication and a service cadence that fits how often you want to meet.

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