Retirement Income & Tax Planning for Families and Individuals Age 50+
You worked hard to build your savings. We help families and individuals 50 and over with $750,000 or more in assets turn that into a tax-aware income stream, so your money works as hard as you did. Based in Maryland, working nationwide.
Common Questions We Answer as Fiduciary Financial Advisors
If you’re 50+ and in or nearing retirement, these questions might sound familiar:
These are the questions we help Maryland families answer every week. There’s no single right answer for everyone, which is exactly why a plan built around your situation matters.
We May Be The Right Fit For You If You...
- Are within 10 years of retirement or already retired and focused on protecting what you've built
- Want a proactive tax plan, not just a tax return in April
- Prefer to delegate retirement income, investments, and planning to a team you trust
- Value transparent, straightforward advice over product pitches
- Want a long-term fiduciary partner to guide you through the decades ahead
How We Work
MY Wealth Way
A coordinated approach to the planning areas that shape retirement outcomes.
Planning areas typically included in MY Wealth Management's retirement-focused engagements, compared with a generic advisor experience.
The planning areas shown reflect services typically included in our retirement-focused engagements. Services provided to any individual client depend on that client's specific circumstances and the terms of the advisory agreement. Comparison to a generic advisor experience is illustrative and not based on any specific competing firm.
Why Work With a Fiduciary Financial Advisor in Maryland?
MY Wealth Management is a fiduciary financial advisor based in Germantown, Maryland, specializing in retirement income planning and tax-aware strategies for families and individuals age 50 and over. Founded by Jeffrey Yeakle, ChFC®, CFP®, the firm brings decades of experience in the financial services industry to clients across Maryland and nationwide. As a fiduciary, we are legally required to act in your best interest at all times. No commissions. No proprietary products. Just advice built around your retirement goals.
We work with clients to:
- Explore strategies to lower your lifetime tax bill
- Turn savings into a tax-aware income stream
- Navigate investment risks in uncertain markets
- Identify tax-efficient withdrawal and income strategies
Client Reviews for MY Wealth Management
In depth conference with Jeff and Brad regarding my finances, focusing on real estate issues.
I am currently engaged in both selling my home, and buying another one. Several financial and other issues prompted me to arrange a meeting with Jeff, my long-time CFP, and his son Brad. I had many questions regarding whether certain financing options were feasible or advisable. All aspects of my concerns were addressed, and discussed in depth. Jeff, having a background as a loan officer, was able to provide detailed knowledge and advice regarding real estate financing. I highly recommend 'My Wealth Management' to anyone seeking financial planning. They are thorough, client focused, and provide personalized financial plans, tailored to your specific situation, needs, and requirements!
Relationship to Financial Advisor: Client as of Aug 7, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This Client's experience may not be indicative of all client experiences.
Meeting with Jeff and Brad to discuss retirement plans
The meeting was very informative and covered all aspects of my path forward as I approach retirement. Jeff and Brad had obviously done a careful review of my investments and lifestyle and offered expert advice as to the various choices I can make in the future with regards to my finances. They touched on many things that I was unsure as to how to handle and now have a very clear idea of ways to approach the situation. I have been a client of My Wealth Management for close to 30 years and never once had a bad experience or felt uncomfortable with the ways they have manage my accounts. They have always been available if I had questions or needed help. In other words total trust. I give them my full recommendation.
Relationship to Financial Advisor: Client as of Aug 7, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This Client's experience may not be indicative of all client experiences.
Thinking About Partnering With Us? Get started in 3 simple steps.
Get Your Free Retirement Evaluation.
We sit down, learn about your situation, and address your biggest retirement questions. No cost, no obligation.
Sleep On It.
Take your time to review our evaluation. Our goal is to build long-term relationships, not pursue quick, one-off deals.
Enjoy Ongoing Advice.
Once you're ready, we handle the heavy lifting so you can focus on the retirement you've been working toward.
