At MY Wealth Management, we specialize in helping individuals age 50 and older, both pre- and post-retirement, navigate retirement with confidence.
Our team focuses on three critical areas: minimizing taxes, creating efficient income strategies, and optimizing investment portfolios for retirement. Through our Free Retirement Evaluation, we review your income plan, uncover potential tax-saving opportunities, and assess whether your investments are truly retirement-ready.
You wouldn't buy a car without a test drive; why approach retirement without a plan?
Let our Free Evaluation be your first step toward clarity and peace of mind.
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. |
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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. |
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