Business Details
13 Years
experience
Your Trusted Partner for Retirement Financial Planning Solutions
We are an independent Registered Investment Advisory (RIA) firm dedicated to guiding clients through retirement planning. Founded in 1978 under different iterations, our firm evolved into MY Wealth Management, Inc. in 2013, maintaining a legacy of personalized attention and fiduciary responsibility. Our team prioritizes clients' best interests, offering transparent fee structures and responsive service. With decades of combined experience, we specialize in holistic retirement strategies, including income planning, risk assessment, and legacy management.Our certified professionals, including a CERTIFIED FINANCIAL PLANNER, ensure rigorous ethical standards and tailored financial roadmaps. We serve clients at various retirement stages, emphasizing strategic savings, portfolio management, and ongoing monitoring to adapt to life's changes.
Services
Retirement Planning
Portfolio Management
Income Strategy Development
Risk Assessment
Legacy Planning
Account Aggregation
Social Security Optimization
Pension Analysis
Tax-Efficient Withdrawals
Estate Planning Coordination
Details
- Year established: 2013
Highlights and features
- We act as fiduciaries, prioritizing your financial interests above all.
- Our team includes certified financial planning experts with decades of industry experience.
- Transparent fee schedules ensure no hidden costs or unexpected charges.
- Responsive communication guarantees timely answers to your financial questions.
- Holistic retirement strategies address every aspect of your financial future.
Associations and certifications
- Registered Investment Advisory (RIA)
- CERTIFIED FINANCIAL PLANNER (CFP)
- Chartered Financial Consultant (ChFC)
What people say
Personalized attention
Transparent fee structure
Expertise in retirement planning
Responsive communication
Tailored financial strategies
Services
Retirement Planning
We develop customized retirement strategies addressing income needs, risk tolerance, and legacy goals. Our fiduciary advisors analyze Social Security optimization, pension plans, and tax-efficient withdrawals. Clients receive ongoing portfolio adjustments to ensure financial security throughout retirement.
Portfolio Management
Our team implements diversified investment strategies aligned with individual risk profiles and retirement timelines. We monitor market conditions and rebalance portfolios to maintain optimal asset allocation. This service includes regular performance reviews and adjustments to meet evolving financial objectives.
Account Aggregation
This service consolidates all financial accounts into a single dashboard for comprehensive visibility. Clients gain insights into net worth, asset distribution, and performance metrics. We provide actionable recommendations based on aggregated data to improve retirement readiness.
Risk Assessment
We evaluate clients' risk tolerance through structured analysis of financial circumstances and retirement timelines. Our advisors develop mitigation strategies for market volatility, longevity risks, and unexpected expenses. This service ensures investment approaches align with individual comfort levels and goals.
Legacy Planning
Our advisors help clients create plans for wealth transfer to beneficiaries while minimizing tax implications. We coordinate with legal professionals to establish trusts, wills, and charitable giving strategies. This service ensures clients' wishes are fulfilled while preserving family financial security.
People
Jeffrey Yeakle
President & CEO
With over 20 years in financial services, Jeff is a CERTIFIED FINANCIAL PLANNER and Chartered Financial Consultant. He co-founded MY Wealth Management in 2013 after working at Prudential Securities and Sandy Spring Bank. Jeff specializes in retirement income strategies and portfolio management.
Bradford Yeakle
Financial Planner
Bradford joined in 2024 with six years of experience from T. Rowe Price. He holds a Chartered Financial Consultant certification and focuses on creating tailored retirement plans. His expertise includes analyzing retirement account options and developing strategic income solutions.
Melissa Price
Office Manager
With over 20 years in financial services, Melissa has managed office operations since 2004. She supports client needs during retirement transitions and oversees daily administrative functions. Her experience ensures smooth client interactions and operational efficiency.
Kimberly Maldonado
Office Assistant
Kimberly has supported clients since 2016, handling account setup and client inquiries. She serves as a liaison with broker dealers and vendors, ensuring client interests are represented. Her role includes facilitating new account establishment and ongoing support.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, risk assessment, portfolio management, and legacy planning tailored to individual financial situations.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisory firm, we operate under fiduciary standards, legally obligated to prioritize client interests in all financial recommendations.
How are your fees structured?
We use a transparent fee-based model with a $1,000 minimum planning fee. Clients with $1M+ in assets under management receive planning services at no additional charge.
What qualifications do your advisors hold?
Our advisors hold certifications including CERTIFIED FINANCIAL PLANNER and Chartered Financial Consultant, demonstrating extensive financial planning expertise and ethical standards.
How often will my retirement plan be reviewed?
We recommend quarterly portfolio reviews and annual comprehensive plan assessments, with additional adjustments made as needed for significant life changes.
Do you work with clients outside Maryland?
While based in Germantown, we serve clients nationwide through virtual meetings and digital collaboration tools for comprehensive financial planning.
