Media
Good Neighbor Podcast
August 2025
Ep #144 “Trust, Care, Loyalty: The Fiduciary Solution for Solo Agers”
In this podcast episode, Jennifer Szakaly, co-founder of Silverstone Financial Fiduciary, discusses the challenges faced by “solo agers” — those aging without children or nearby family — and how her firm’s fiduciary services (as financial power of attorney) can help prevent unpaid bills, mail backlog, and financial exploitation. She and Philip Marxen combine their expertise to support independence, dignity, and proactive planning.
Caregiving Corner Podcast
August 2025
Charlotte Business Journal
August 2025
Silverstone Financial Fiduciary has launched in Charlotte’s SouthPark district to provide fiduciary services for older adults in North and South Carolina, including bill payment, banking support, fraud monitoring, and coordination with advisors. The firm was founded by Philip Marxen and Jennifer Szakaly to address a growing need for professional financial representation in aging care.
PR Newswire
July 2025
Silverstone Financial Fiduciary Launches Services in the Carolinas
Silverstone Financial Fiduciary has expanded into North and South Carolina, offering elder-focused fiduciary services such as bill-paying, document management, banking support, fraud protection, and coordination with other advisors.