$28.3M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2021
- Office Locations
- 2
Office Locations
-- Annandale VA
-- Owings Mills MD
About Silverstone Financial LLC
Silverstone Financial is a fee-only fiduciary RIA providing wealth management and 1-on-1 financial planning, with a specialty in inheritance optimization and tax-efficient gift/estate strategies. Portfolios emphasize values-aligned direct indexing and diversified public-market allocations. Custodies client assets on Altruist.
Team overview
23 AVG AGE
$14.2M AVG AUM / ADVISOR
$616.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Jeremy L Eppley
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7201064
- Ownership
- 75% or more
Available
Available
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GORDON THOMAS ACHTERMANN
President
- CRD
- #1685657
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,334,459 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,334,459 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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