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About Us

Silverstone Financial is a Fee-Only Fiduciary Wealth Management Firm located in Owings Mills, Maryland, serving Baltimore residents locally and clients virtually across the country.

We offer investment management with no minimums, flat-fee financial planning,

full-service tax return filing, and estate document drafting for our clients.

We help young professionals and entrepreneurs maximize their long-term wealth accumulation and minimize the stress that comes with managing their money.

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Why Fee-Only & Fiduciary?


Not all registered investment advisors are created equally.

Unlike some other RIAs, Silverstone Financial was founded as a Fee-Only Fiduciary wealth management firm because we believe that is the only way to provide our clients with fair, unbiased recommendations.

Why is working with a Fiduciary important?

There are two standards that advisors are held to:

(1) the suitability standard or (2) the fiduciary standard.

Legally, all registered financial professionals are held to the suitability standard which requires them to ensure their recommendations are suitable for their clients, but not necessarily the best for their clients.

Financial advisors that hold themselves to the fiduciary standard ensure that their recommendations are the best possible recommendation for their clients, even if this is not in the advisor's own best interest.

As fiduciaries, we hold ourselves to the higher standard and promise to always put our clients first.

What does Fee-Only mean?

"Fee-Only" means that we do not charge commissions or mark-ups on trades, we do not receive any compensation for recommending a specific security product, we do not sell insurance or annuities, and we do not accept kickbacks from mutual funds or receive any other inequitable compensation. We continuously monitor and analyze any potential conflicts of interest and are as transparent as possible.

At Silverstone Financial, our only source of revenue are the straightforward fees our clients pay us;

therefore, our only interest is your best interest.

Our Specialties


We understand your unique situation requires a custom solution made especially for you.

Check out our resources and services built with you in mind.

Young Professionals

For diligent savers and investors interested in preparing for retirement, purchasing a home, and more.

We specialize in helping

you plan for retirement

and achieve your goals.

Learn more

Business Owners

For business owners,

start-up founders,

the self-employed,

and other entrepreneurs.

We specialize in helping entrepreneurs navigate their complex financial lives.

Learn more


For individuals and couples nearing or in retirement.

Let us help you prepare and retire with confidence.

We specialize in helping the retirees with retirement and estate planning services.

Learn more

Recent Heirs

For those who have received an inheritance from a loved one.

This can be an emotional and confusing transition.


We specialize in helping heirs through the probate and inheritance process.

Learn more

Our Services


Investment Management

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Financial Planning

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Tax Return Preparation


Estate Document Drafting

Schedule a free Consultation

Meet with a Financial Planner 1-on-1 for a complimentary, obligation-free consultation.
We will review your financial situation, answer any questions you may have, and explain our firm's offerings.

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