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Build your wealth

with MY Wealth Management

The road to wealth is not straight, let us help you navigate the twists and turns

Investing doesn't have to be difficult. We want to help everyone, whether you're just getting started or have been investing for years. Our portal can benefit everyone. We encourage you to explore our free tools to help you identify and achieve your personal goals.


Get on the road to financial freedom

Our Goal

We believe everyone should have the opportunity to grow their wealth. From the person who doesn't understand an IRA, to the person who has been investing for more years than they can count... including those who just want to do it themselves. We offer various levels of service to suit every need. So whether you have ten thousand or ten million dollars, we want to help you see and achieve your goals.

Our Story

MY Wealth Management, Inc.'s origins date back to 1978 when Pete McGlaughlin started Tax Qualified Trusts, Inc.  Jeff Yeakle joined Pete in 2003 and the firm became known as McGlaughlin Yeakle Financial Advisory.  In 2013 Pete and Jeff decided to venture into the Registered Investment Advisory world and MY Wealth Management was formed.

To this day we honor Pete's vision by providing each client excellent service and personal attention.

Our Team

Jeffrey Yeakle, ChFC, CFP®

President & CEO

Jeff is a Chartered Financial Consultant, Certified Financial Planner, and co-founder of MY Wealth Management, Inc. Jeff has over 20 years of experience in the financial industry. He worked for Prudential Securities, First Union and Sandy Spring Bank before joining the firm in 2003. He is responsible for managing the firm's portfolios and assisting clients with their financial planning.  

 

Melissa Price

Office Manager

Melissa has over 20 years of financial services experience. She joined the firm in 2004 and brought with her a vast knowledge of the inner workings of the financial industry and quickly became an integral part of the firm. She is responsible for the day-to-day operations of the office and client support. Melissa also oversees staff and our occasional interns.  


Kimberly Maldonado

Office Assistant

We welcomed Kimberly to our office in 2016. She answers client calls, responds to client needs and helps open accounts. Kimberly also acts as an advocate when dealing with broker dealers and outside vendors.


See what we can do for you

What We Offer


Free Tools


Manage your money elsewhere

Sign up for free tools

Investment Management


$25,000 - $600,000

All The Free Tools Plus... 

  • advisor support
  • etf model portfolios
  • phone support
  • estate attorney & CPA collaboration
  • access to our financial planning software
  • 401(k)/403(b)/TSP advice

Wealth Management


$600,000 +

Everything in Investment Management plus...

  • dedicated advisor/CFP®
  • college planning
  • 529 management
  • financial planning assistance
  • financial decision support including:
    • insurance
    • stock options
    • home financing


Our Investment Philosophy

The first step in our investment process is to understand your sensitivity to risk. We believe the level of risk in your account should be based on income, resources and the emotional conviction to live through both ups and downs of the market.

It is important to understand the potential downside risk of a portfolio.  Investors should avoid selling during a major downturn in the market, which is why it is so important we understand your risk tolerance.  Once we understand this, we’ll match you with the investment model to help you achieve your goals. 

Our philosophy of investing is based on Modern Portfolio Theory (MPT). We believe a portfolio should be in the market, to some extent, at all times.  Our model portfolios are diversified across asset classes and investment strategies. We use both tactical and strategic investment strategies in our investment models. This combination, we believe, gives a better risk adjusted return through various market cycles.

Our portfolios use exchange traded funds (ETFs) which are typically lower cost to own and allow us to be more aware of tax consequences.  While tax sensitivity is important, we do not believe in taxation being the main reason to hold or sell an investment.

To see our models, click the button below then click "get started now".

See Our Models


Our Fees

We manage money on a fee only basis.  Our fee schedule was developed based on how we would want to be treated:

  • no transaction costs
  • no hidden fees
  • no commissions
  • no penalties or back end charges
  • stay as long as you want, leave whenever you want

See our Fee Schedule 

Calculators


Retirement

Dreaming of an early retirement?  Retirement planning may seem daunting, but it doesn't have to be.  Whether you start with a Roth IRA, IRA or 401k, getting started is key!
Retirement Calculator
How Long Will My Savings Last
401k Calculator
401k Contribution Calculator

College

Do you ever wonder how to pay for college? Are you going to have to count on scholarships for college? Student loans? Grants for college? Start early with a 529 college savings plan and you won't have to worry any more!
How Much Should I Be Saving For College
What Are The Advantages Of A 529 College Savings Plan



Home

A mortgage is one of the largest financial decisions you'll make in your lifetime.  Use the mortgage calculators below to aid in your decision.
Mortgage Payment Calculator
Refinance Calculator
How Much House Can I Afford

Life Insurance

As your life situation changes, so do your life insurance needs. Do you need whole life insurance or term life insurance? We'll help you find the best life insurance policy for you. Complete the calculator below to assess your need, then call or email us for no obligation insurance quotes.
How Much Life Insurance Do I Need

Any questions?

FAQ

Is my information secure?
How can I have you manage my money?
Do I need to have a certain amount of money to invest?
I'm in a different state, can you still help me?
How do I put money into my account?
How do I take money out of my account?
How long does it take to get my money out?
What are your fees?
Are there any penalties or hidden fees?
How do you get paid?
What do I do if I have questions?
Can I talk to a real person?
What's the catch?


Get in touch

Do you have a question that wasn't covered by our FAQs? Send us an email and we'll get back to you as soon as we can.