Top financial advisors in Germantown, MD
We've curated a list of the best financial advisors in Germantown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $145,189,000 Number of advisors 1 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Germantown, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
$145,189,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Germantown, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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