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1087 Reviews
Great fee-only financial planner!
5/ 5
Great fee-only financial planner! ~ C. Verard ~
I fell in love with financial planning after helping my friends and family with their finance questions. I started my career at a boutique wealth management firm in Maryland, eventually deciding to start my own firm during the pandemic.
As a strong believer in the Fee-Only Fiduciary movement, I founded Silverstone Financial to be able to serve my clients the right way: without commissions or conflicts of interest. As a fee-only fiduciary financial advisor, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures.
We provide a variety of services to our clients. We offer investment management with no minimums, flat-fee financial planning, full-service tax return preparation, and estate document drafting. Please see our website for more about our services and pricing.
My uncle and cousin served in the military. I look forward to serving you as well as you served us.
Designations & Certifications
- AIF® – Accredited Investment Fiduciary™
- APMA® – Accredited Portfolio Management Advisor™
- CRPC® – Chartered Retirement Planning Counselor™
- M.S., Personal Financial Planning
- B.S., Business Administration & Investments
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