Fiduciary Planning in Maryland and Nationwide
Retirement
Income & Tax
Planning
Made Simple
You spent decades building your nest egg. The harder question is how to draw on it, and what that costs in taxes. That's the planning we do, for families and individuals 50 and older.
Get Your FREE Retirement EvaluationFrom Saving To Spending
How will you create retirement income?
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
A Personalized Investment Portfolio
I have been a client at My Wealth Management since 2008. After eighteen years, I still remember my first meeting with Jeff Yeakle, when he took the time to understand my lifestyle and investment goals. Based on my personal needs, Jeff built an investment portfolio that has grown over the years. Four years ago, when my father passed away, I inherited a Life Trust and entered a financial world I didn't understand. Jeff met with my estate attorney and CPA, then patiently guided me through this transition. Now, five years into retirement, I can comfortably draw upon my savings, knowing that Jeff is managing my investments and cash flow. He also consults with me as he makes financial decisions to minimize tax repercussions. Just yesterday, I had a meeting with Jeff to discuss my portfolio and had the pleasure of also working with Brad who joined our discussion. The personnel at My Wealth Management (a total of four, which is a good thing!) are knowledgeable, polite, efficient, and highly capable. With Jeff, and now his son Brad, managing my finances, I can rest assured knowing that my investments are in capable hands.
Relationship to Financial Advisor: Client as of Sep 17, 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.
Always reliable and trustworthy
My husband and I have been with My Wealth Management since its inception. Not only is their staff courteous, capable and prompt, owner Jeff Yeakle, and now his son Brad, offer knowledgeable, well-thought-out advice on a very individual basis. They fully assess your comfortable risk level, and invest accordingly. We have always rested easily knowing they are managing our finances. Most importantly, their integrity is unsurpassed!
Relationship to Financial Advisor: Client as of Aug 31, 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.
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.
