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Silverstone Financial Fiduciary Introduces Services for Seniors in The Carolinas

On July 30, 2025, Silverstone Financial Fiduciary, LLC, officially launched its services in the greater Charlotte, North Carolina area. This new firm aims to provide critical support for older adults in managing their financial activities, catering to the growing needs of an aging population. By offering a range of fiduciary services, Silverstone seeks to empower seniors and facilitate their financial peace of mind.

Comprehensive Financial Services for Aging Adults

In today’s world, older adults often find themselves in need of assistance with their essential financial affairs. With the increasing complexity of finances and the growing elderly demographic, Silverstone steps in as a valuable resource. The firm, headquartered in the SouthPark neighborhood of Charlotte, provides multiple services under the rights granted by a financial power of attorney. These services include bill payment, banking support, mail processing, document management, fraud monitoring, and coordination with other professionals involved in the client's affairs.

A Response to a Growing Need

The inception of Silverstone was born out of an understanding of the inherent challenges faced by older adults as they move through retirement. Philip Marxen, a Certified Financial Fiduciary with a distinguished MBA from Harvard Business School, and Jennifer Szakaly, a National Master Guardian with an MA in Gerontology from UNC-Charlotte, co-founded the firm to fill a gap in the support system for aging adults. Their dual expertise in financial management and elder care creates a unique service offering that blends professionalism with compassion.

Szakaly notes, "One of the unmet needs of aging adults has become increasingly urgent. Many request a financial power of attorney to alleviate their vulnerability and minimize daily financial stress." This sentiment reflects the reality of individuals who may lack family support or wish to hire a professional to prevent conflict and provide objective guidance.

Tailored Services for Each Family

Understanding that each client has unique needs, Silverstone offers personalized services designed to adapt to the family's specific situation. Whether an elderly individual needs immediate assistance, support after a loss of capacity, or services post the resignation or passing of a primary agent, the firm has flexible options in place. Their approach ensures that families receive a tailored solution that addresses their worries and simplifies the financial management process.

Trust and Professionalism at the Forefront

The integration of insurance and oversight by a Certified Financial Fiduciary provides an additional layer of security and trust for clients. This dedication to a transparent, integrity-focused approach helps families to rest easy knowing their financial matters are managed competently. Older adults living alone frequently turn to firms like Silverstone to fill the role traditionally held by family members, alleviating concerns regarding their day-to-day financial situations.

Contacting Silverstone Financial Fiduciary

Silverstone Financial Fiduciary is dedicated to ensuring that aging adults in the Carolinas have access to much-needed financial services. Seniors and their families can reach out to Silverstone for more information on how their services can be beneficial. Interested individuals can call (704) 749-3118 or send an email to [email protected] for inquiries. More details about Silverstone’s offerings can also be found on their official website, www.silverstoneff.com.

As the firm continues to grow, it remains committed to providing reliable and compassionate service to older adults navigating the complexities of financial management during their golden years.