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Jeremy Eppley


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."

Education & Designations

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CFP® certificants have met rigorous professional standards and are the standard of excellence for competent and ethical financial planning.

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.

B.S. – Business Administration & Investments

Bachelor of Science in Business Administration with a Concentration in Investments from Towson University.

M.S. – Personal Financial Planning

Master of Science in Personal Financial Planning from the College for Financial Planning.

2022 – 2023

Connect with Jeremy


phone:   (301) 701-4565



Jeremy's Media Mentions - Spot Bitcoin ETFs.png

2023 . 09 . 05 Financial Advisors May Jump on Spot Bitcoin ETFs, If Approved

Jeremy Eppley was quoted in's article:

Financial Advisors May Jump on Spot Bitcoin ETFs, If Approved

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