Jeremy Eppley
CRPC®, APMA®, AIF®
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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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.
M.S. – Personal Financial Planning
Master of Science in Personal Financial Planning from the College for Financial Planning.
2022 – 2024
B.S. – Business Administration & Investments
Bachelor of Science in Business Administration with a Concentration in Investments from Towson University.
