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®
Hi, I'm Bradford Yeakle. In 2024, I started working as a Financial Planner at MY Wealth Management, bringing with me seven 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. My work involves holistic strategies encompassing goal setting, income planning, and risk assessment. I am dedicated to building lasting relationships and ensuring the financial well-being of clients as they navigate retirement.
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
Click the Book Intro Call button above and complete the brief form to schedule a complimentary introductory meeting. During our first meeting, we'll get to know each other through an easy-going, no-commitment conversation where we learn about you and your retirement goals. We look forward to speaking with you.Offers Investment Management
Yes
About MY Wealth Management, Inc.
Since 2013, MY Wealth Management has been helping individuals over age 50 plan confidently for retirement. Jeff, our president and co-founder, brings nearly 30 years of experience in the financial services industry.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.
As fiduciaries, we act in your best interest. That means that as we assess your retirement plan, we're looking at your entire financial picture. In treating you how we'd want to be treated, we aren't interested in nickel and diming you. Instead, you can be sure hidden fees and confusing costs won't be a part of your experience here. Our fee schedule is clear and transparent for your convenience.
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.
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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