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
| $145,189,000 | 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.
Methodology
To generate our top financial advisors list in Germantown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Germantown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio 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.
Methodology
To generate our top financial advisors list in Germantown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Germantown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.