Brad Yeakle, ChFC®
Wealth Management for Pre- and Post-Retirees Age 50+
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Serving Clients Nationwide
Wealth Management for Pre- and Post-Retirees Age 50+
Areas of Focus
- Estate Planning
- Financial Planning
- High Net Worth Retirement Planning
- Investment Management
- Legacy Planning
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Social Security Optimization
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Withdrawal Sequencing
About Brad Yeakle, ChFC®
I believe retirement planning works best when someone actually takes the time to understand your situation. That's the approach I bring to every client relationship.I joined MY Wealth Management in 2024 as a Financial Planner, bringing seven years of industry experience with me. Before joining the firm, I spent the bulk of my career at T. Rowe Price as a Financial Consultant, working directly with retirees and pre-retirees to help them understand their retirement account options and think through strategies suited to their needs.
I hold the Chartered Financial Consultant (ChFC®) designation and a Bachelor's Degree in Finance from West Virginia University.
My work centers on building financial plans that are tailored to each person's goals, income needs, and risk tolerance. No two clients are in the same situation, and the plan we build together reflects that. I focus on income planning, goal setting, and helping clients feel genuinely prepared for what retirement looks like in practice, not just on paper.
Individual outcomes will vary based on each person's circumstances and goals.
Professional Designations
- Chartered Financial Consultant (ChFC)
Primary Location
12410 Milestone Center Drive, Suite 175, Germantown, MD 20876
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
The first meeting is straightforward. No pressure, no pitch, no obligation.
Click the Test Drive Your Retirement button above to schedule your complimentary introductory conversation. We'll spend about 30 minutes getting to know you; where you are today, what you're working toward, and what questions you have about retirement.
You don't need to bring anything or prepare anything. Just show up ready to talk openly. We'll ask the right questions.
By the end of the call, you'll have a clearer picture of whether we're a good fit and what working together could look like. Either way, you'll leave with more clarity than you came in with.
Offers Investment Management
Yes
About MY Wealth Management, Inc.
Most people spend decades building wealth. Our job is to help you plan around the decisions that come next.Since 2013, MY Wealth Management has served pre-retirees and retirees age 50 and older across the greater Washington, D.C. area. We're a fee-based, fiduciary firm, which means we're legally required to act in your best interest and we're compensated transparently.
Our work centers on three things that determine whether a retirement plan holds up: managing taxes, structuring income, and making sure your investments are positioned for where you are now, not where you were 20 years ago.
Tax planning is a particular focus. Decisions around Roth conversions, Social Security timing, Required Minimum Distributions, and income sequencing can have a meaningful impact on long-term retirement outcomes. The right approach depends on your individual situation, and the strategies that make sense for one person may not be appropriate for another. We use financial planning tools to model different scenarios so you can see how the variables interact for your specific plan.
Our complimentary Retirement Evaluation is the starting point for most new clients. In that initial review, we look at your income plan, identify potential tax-aware opportunities, and assess whether your current investments are structured for retirement. Results will vary based on individual circumstances.
We're a small, focused team by design. Every client works directly with an experienced advisor. You get attention, clear communication, and a plan you actually understand.
Education
West Virginia University, Bachelor's Degree, Finance
Hobbies and Interests
- Boating
- Cars
- Dogs
- Family
- Golf
- Grilling
- Hockey
- Snowboarding
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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