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
.png)
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.
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.
GPA: 4.00
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.
