About MY Wealth Management
MY Wealth Management is a team of independent financial advisors in Germantown, Maryland, specializing in retirement planning for individuals age 50 and over since 2013.
Our Story
MY Wealth Management is an independent, fiduciary Maryland financial advisor based in Germantown, co-founded in 2013 by Jeffrey Yeakle, ChFC®, CFP®. We're a small team by design, so when you call, you talk to someone who knows you, not an automated directory.
Most of our clients are pre-retirees and retirees age 50 and over, working through the same questions: When can I retire? Will my money last? How do I manage taxes on what I've saved? Many of the families we serve are rooted here in Montgomery County and the greater Maryland, Virginia, and Washington, DC area, though we work with clients throughout the country.
We help you make sense of the moving pieces, from retirement planning and Social Security timing to investment management and tax strategy. Life changes, and your plan should keep up. That's the work.
Our Mission
Retirement isn't a finish line. It's a shift, from earning a paycheck to living on what you've built, and our job is to help you navigate that transition with confidence.
Our mission is simple: help you navigate the final stretch of your financial journey with clarity, compassion, and care. As fiduciaries, we're required to put your interests first, but honestly, that's just how we'd want to work anyway. You'll always know where you stand, what your options are, and why we're recommending a particular strategy.
Our Values
Fiduciary commitment
As a Registered Investment Adviser, we're legally required to act in your best interest at all times, not just when it's convenient.
Responsiveness
When you call, email, or stop by our Germantown office, you reach a real member of our team, not a call center.
Transparency
You'll always know what you're paying, how we're paid, and why we're recommending a particular strategy. Our full fee schedule is published right here on this page and in our Form ADV Part 2A.
Expertise
Our team includes a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultants (ChFC®), credentials issued by the CFP Board and The American College of Financial Services.
Meet Our Financial Advisors
Jeffrey Yeakle, ChFC®, CFP®
President & CEO
Jeff is the co-founder, President, and CEO of MY Wealth Management, a fiduciary financial advisor in Germantown, Maryland. He has 28 years of experience in financial services and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the CFP Board and the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Jeff focuses on guiding pre-retirees and retirees through retirement with well-structured portfolios, tax-aware withdrawal strategies, and clear long-term planning. Before co-founding MY Wealth Management in 2013, he held positions at Prudential Securities, First Union, and Sandy Spring Bank. Verify Jeff's credentials on FINRA BrokerCheck and the SEC's IAPD.
Bradford Yeakle, ChFC®
Financial Planner
Brad is a Financial Planner at MY Wealth Management, a fiduciary financial advisor in Germantown, Maryland, with over seven years of experience in the financial services industry. He holds the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Before joining MY Wealth Management in 2024, Brad served as a financial consultant at T. Rowe Price, where he worked with clients across the country on retirement account decisions and long-term planning. He works closely with pre-retirees and retirees on financial plans that reflect their individual goals and circumstances, with a focus on retirement income, Social Security timing, and tax-efficient withdrawal strategies. Verify Brad's credentials on FINRA BrokerCheck and the SEC's IAPD.
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, transparent advisory fee for our services, so our focus stays entirely on your best interests. Our fees are based on the assets we manage for you, with tiered pricing detailed below. 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
How Will Your Retirement Paycheck Work?
Retirement comes with important financial decisions, and finding guidance you can trust isn’t always easy.
That’s why we offer a complimentary Retirement Evaluation. It’s a chance to get a second opinion on your retirement plan and see if we’re the right fit for you.
We’ll Help You Evaluate Three Important Questions:
- How do I turn my retirement savings into a paycheck?
- How can I lower retirement taxes?
- Are my investments retirement-ready?
You wouldn’t buy a car without a test drive, your retirement plan shouldn’t be any different.
