Jeffrey Yeakle, ChFC®, CFP®
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
- 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 Jeffrey Yeakle, ChFC®, CFP®
Hi, I'm Jeffrey Yeakle. With nearly 30 years of experience in financial services, I focus on guiding clients through retirement with well-structured portfolios and clear strategies.As a co-founder of MY Wealth Management, Inc., I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B.
Prior to co-founding MY Wealth Management, I held positions at Prudential Securities, First Union, and Sandy Spring Bank.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- 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 Based
- 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
University of Maryland, Bachelor's Degree, Business
Hobbies and Interests
- Boating
- Family
- Football
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
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