About
Discover the people, principles, and purpose behind MY Wealth Management
Our Story
Founded in 2013, MY Wealth Management is an independent registered investment advisory firm serving individuals over the age of 50 as they prepare for retirement. Led by President and CEO Jeffrey Yeakle, MY Wealth Management specializes in retirement planning that adapts to life changes, offering insight, structure, and support as clients plan for retirement and work toward long-term financial confidence.
Our Mission
We’re here to help our clients navigate the final stretch of their financial journey with clarity, compassion, and accuracy. Our goal is to make sure they know where they stand, what’s possible, and how to make informed decisions about their retirement path.
Our Values
Fiduciary commitment
We act solely in your best interest. No commissions. No hidden agendas.
Responsiveness
We’re accessible, attentive, and timely in every interaction.
Transparency
Our fees are straightforward. You’ll always know what you’re paying and why.
Expertise
Led by a CERTIFIED FINANCIAL PLANNER™, our team upholds the highest quality, ethics, and professionalism standards.
Meet The Team
Jeffrey Yeakle, ChFC®, CFP®
President & CEO With nearly 30 years of experience in financial services, Jeff focuses on guiding clients through retirement with well-structured portfolios and clear strategies. Prior to co-founding MY Wealth Management, he held positions at Prudential Securities, First Union, and Sandy Spring Bank.
Bradford Yeakle, ChFC®
Financial Planner Brad joined MY Wealth Management in 2024 with seven years of experience in finance, including time as a financial consultant at T. Rowe Price. He collaborates closely with clients to build financial plans tailored to their needs and goals.
Melissa Price
Office Manager & CCO A key team member since 2004, Melissa maintains smooth daily operations and supports staff and clients with over two decades of financial services experience.
Kimberly Maldonado
Office Assistant Since 2016, Kimberly has supported MY Wealth Management’s clients and operations by handling account setup, vendor coordination, and ongoing client communications.
Case Studies
NOTE: This case study is hypothetical and does not reflect an actual client of MY Wealth Management. It is intended for illustrative purposes only. Nothing presented should be interpreted by current or prospective clients as a guarantee of specific results or outcomes from working with MY Wealth Management.
Our Fees
MY Wealth Management charges a straightforward fee for our services, with no commissions or hidden costs. That means our focus stays entirely on your best interests. And while we’re here for the long haul if you need us, you’re always free to come and go on your terms.
Investment Management Pricing
Annual Fee Schedule
Assets Under Management
First $1,500,000
charged at 0.89%
$1,500,000 and above
charged at 0.40%
Assets Under Management
First $1,500,000
$1,500,000 and above
Annual Percentage of Assets Charged
0.89%
0.40%
*Minimum Annual Fee $4,000
Example Fee Calculation:
$2,000,000 Investment Account
Our Services
Your retirement journey starts here
Retirement comes with big financial questions. Whether you’re preparing for retirement or already retired, our Free Retirement Evaluation breaks down where you stand today and what you may want to consider next, giving you clarity around income, taxes, and long-term planning.
