Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley episode artwork

EPISODE · Jan 3, 2025 · 28 MIN

Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

from New Planner Podcast

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you! Listen in as Jeremy recounts launching his firm just three months after entering the workforce. You'll hear about the challenges he faced, including going 11 months without a new client. Jeremy also discusses the designations he pursued, how his firm has grown, and tips he would give others considering starting their own business. You can find show notes and more information by clicking here: https://bit.ly/3D7FvxG

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Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

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