Silverstone Financial Fiduciary Launches New Services
Professional Oversight. Trusted Guidance. Concierge Service.
Older adults now have access to a vital new resource for managing essential financial affairs, presented by Silverstone Financial Fiduciary, LLC. Founded in Charlotte, this newly established firm aims to provide comprehensive support for clients in both North and South Carolina.
Silverstone specializes in services under a financial power of attorney, including bill payment, banking support, mail processing, document management, fraud monitoring, and effective coordination among professional advisors. The firm was launched in response to the increasing need for financial support specifically tailored for aging adults who are planning for retirement and maximizing their financial potential.
Every service provided by Silverstone is insured and overseen by a Certified Financial Fiduciary, ensuring families benefit from a transparent and integrity-driven approach to finance management. This is essential for individuals aging alone, as many depend on professional firms for guidance and support, creating a reliable network that complements family involvement. For some, appointing a professional acts to ensure objectivity and alleviate potential conflicts among loved ones.
Philip Marxen, a Certified Financial Fiduciary who earned his Master of Business Administration from Harvard Business School, and Jennifer Szakaly, a National Master Guardian with a Master of Arts in Gerontology from UNC-Charlotte, founded Silverstone with a mission: to fill the existing gap in fiduciary services for elderly individuals and their families. With decades of experience in financial services and aging care, Marxen and Szakaly offer a unique combination of professionalism coupled with genuine empathy during each interaction.
As co-founder and strategic partner of Silverstone, Szakaly highlighted an urgent, unmet need she's encountered at Caregiving Corner, her established care management agency in the Charlotte region. "We've seen our clients frequently request aid from agents under a financial power of attorney to help reduce their daily financial worries and guard against guardianship issues," she remarked.
Marxen emphasized the importance of this service, stating, "We're proud to offer our unique offerings to aging adults in the Charlotte area with a professional and compassionate touch. Our commitment extends to tailoring our services according to each family’s unique needs—whether required immediately, upon loss of capacity, or upon the resignation or passing of a primary agent." Besides his role at Silverstone, Marxen also owns Hallmark Homecare of South Charlotte & York County, focusing on caregiver recruitment and placement.
For further inquiries or to learn more about Silverstone's services, individuals can call (704) 749-3118. More detailed information can also be found on their official website, allowing prospective clients to explore the range of services designed to support their financial needs.
Frequently Asked Questions
What services does Silverstone Financial Fiduciary offer?
Silverstone provides services under a financial power of attorney, including bill payment, fraud monitoring, and coordination among advisors.
Who founded Silverstone Financial Fiduciary?
Silverstone was co-founded by Philip Marxen and Jennifer Szakaly, both experts in financial services and gerontology.
What is the purpose of a financial power of attorney?
A financial power of attorney allows one person to manage another's financial affairs, ensuring that their interests are safeguarded.
How can I contact Silverstone Financial Fiduciary?
You can reach Silverstone by calling (704) 749-3118 for any inquiries about their services.
Why is Silverstone’s service considered essential for aging adults?
Silverstone's services provide professional oversight and reduce day-to-day financial stress for aging adults, helping them plan and maintain their financial independence.
