MY Wealth Management is a fiduciary financial planning firm dedicated to helping retirees and those nearing retirement navigate the complexities of their financial future with clarity and confidence. Our mission is simple: to provide expert guidance, personalized strategies, and a straightforward approach to ensure your retirement is secure, tax-efficient, and aligned with your long-term goals.
Our Process: A Hands-On, Personalized Approach
Retirement planning isn't a one-size-fits-all process, which is why we take the time to understand your unique situation before offering recommendations. Our Free Retirement Evaluation is the first step in getting to know you and identifying opportunities that can enhance your retirement strategy.
Here's what to expect:
1. Understanding Your Financial Picture - We review your current assets, income sources, and retirement savings to get a clear view of where you stand.
2. Retirement Income Planning - We analyze how to turn your savings into a steady, reliable paycheck that lasts throughout your retirement.
3. Tax-Efficient Strategies - We explore ways to help lower your tax burden in retirement, including Roth conversions, tax-efficient withdrawals, and minimizing Required Minimum Distributions (RMDs).
4. Investment "Retirement Readiness" - We help assess whether your portfolio is structured to support your retirement goals while managing risk and volatility.
Our process is designed to be informative, pressure-free, and built around your needs as an opportunity to gain clarity and see if we're the right fit for you.
https://my-wealthmgmt.com/get-your-free-evaluation
You wouldn't see an eye doctor for heart issues - making sure your retirement is handled by the right expert is just as important.
Who We Work Best With
At MY Wealth Management, we specialize in working with individuals and couples who are aged 50+ and either approaching retirement or already retired. We've found that the people who benefit most from our services typically share the following characteristics:
- You have $500,000 or more in investable assets (excluding real estate) and want a clear strategy to make the most of your wealth in retirement.
- You're looking for a fiduciary advisor - someone who always acts in your best interest, rather than pushing products or unnecessary services.
- You're concerned about taxes in retirement and want to explore strategies to minimize their impact on your wealth.
- You value professional guidance and want a trusted partner to help you make informed financial decisions.
Does This Sound Like You?
- You've worked hard to build your savings, but you're not sure how to turn that money into a reliable income stream.
- You're concerned about market downturns and want to protect your wealth from unnecessary risk.
- You're hearing conflicting advice about tax strategies, Social Security, or RMDs and want to cut through the noise.
If this resonates with you, our Free Retirement Evaluation is the perfect next step. Let's take the guesswork out of retirement so you can focus on what truly matters - enjoying life with confidence.
https://my-wealthmgmt.com/get-your-free-evaluation
Jeffrey Yeakle
CERTIFIED FINANCIAL PLANNER™ & ChFC®
As a co-founder of MY Wealth Management, Inc, my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B.
I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™designations. Previously, I worked for Prudential Securities, First Union and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement.
Bradford Yeakle
ChFC®
In 2024, I started working as a Financial Planner at MY Wealth Management, bringing with me six years of industry experience. Previously, at T. Rowe Price, I spent the bulk of my time as a Financial Consultant. My job was to help retirees and pre-retirees understand their retirement account options thoroughly and evaluate different strategies to meet their needs. I hold a Chartered Financial Consultant certification and a Bachelor's Degree in Finance from West Virginia University.
My primary goal is to collaborate closely with each client to develop a tailored financial plan that suits their specific needs. I'm dedicated to getting to know our clients better and guiding them to reach their unique goals.
General Information |
| Firm Start Year: | 2013 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 66681 |
| Name of Custodial Firm: | Charles Schwab and Interactive Brokers |
| States Licensed in: | MD |
| Number of Years with Current Firm: | 11 |
| Work Experience: |
As a co-founder of MY Wealth Management, Inc., my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B. I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER(™) designations. Previously, I worked for Prudential Securities, First Union, and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Disability, Long Term Care |
Firm Information |
| Firm's Number of Clients: | 130 |
| Assets Managed by Firm: | $140,000,000 |
| Advisor's Number of Clients: | 130 |
| Assets Managed by Advisor: | $140,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
Financial Services |
| Portfolio Management
Effective investing is crucial for meeting your financial objectives. Our advisors tailor your plan based on your specific goals, which influence our investment strategies. We conduct a thorough analysis of all your accounts, including retirement, taxable investments, and cash reserves, to assess your asset allocation and the quality and risk of your investments. Our aim is to create a diversified portfolio that generates sufficient retirement income, offers growth potential, reduces security risks, and ensures peace of mind. Using modern portfolio theory, we construct a balanced mix of stocks, bonds, commodities, and cash equivalents, considering your unique circumstances and risk tolerance. |
| Retirement Planning
MY Wealth Management offers comprehensive retirement income planning to alleviate the uncertainty of managing investments in retirement. Whether you are planning your retirement or are currently retired, we help project your income needs and determine a sustainable withdrawal strategy. Recognizing that retirement is unique for everyone, we take a holistic approach to align your financial plan with your lifestyle choices. Our services are tailored to your needs, working with you to create a personalized retirement plan that fits your unique circumstances. We help you determine your magic number, the amount you need to retire comfortably. Additionally, we address non-financial aspects, such as estate planning, tax efficiency, and maximizing Social Security benefits, to ensure a secure and fulfilling retirement. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Disclaimer |
| MY Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where MY Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MY Wealth Management, Inc. unless a client service agreement is in place. MY Wealth Management, Inc. provides links for your convenience to websites produced by other providers of industry-related material. Accessing websites through links directs you away from our website. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| We serve the greater Maryland, D.C., and Virginia area. We also support clients throughout the United States. |
 |
 |
 |
 |