My Wealth Management, Inc

MY Wealth Management, Inc. is a financial advisory firm based in Germantown, MD, specializing in Asset Management, Financial Planning & Consulting, and Retirement Plan Consulting. Established in 2013, the firm is wholly owned by Jeffrey Yeakle, operating as a fiduciary to act in the best interest of clients. The firm requires a minimum assets under management of $200,000, which may be waived, and offers services tailored to individual client needs. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. MY Wealth Management, Inc. utilizes fundamental, technical, quantitative, and qualitative analysis in formulating investment advice. The firm recommends using Schwab or Altruist as custodians and brokers, with Schwab providing various support services. Clients receive at least quarterly reviews for Asset Management services and annual reviews for Investor Directed Wrap Asset Management. The firm does not accept performance-based fees, maintains transparency in fees and compensation structures, and does not engage in soft dollar arrangements. MY Wealth Management, Inc. does not provide financial information in the brochure due to specific criteria not being met.