MY Wealth Management Inc- Financial Advisor Germantown, MD

Home > Financial Advisor Directory > maryland > germantown

About MY Wealth Management, Inc.

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.

You wouldn't buy a car without a test drive; why approach retirement without a plan?

Let our Free Evaluation be your first step toward clarity and peace of mind.

See Disclosures

General Information

Firm Start Year

2013

No. of Employees

CRD#

2818198

Firm CRD#

168566

Insurance License#

66681

Name of Custodial Firm

Charles Schwab and Interactive Brokers

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

As a co-founder of MY Wealth Management, Inc., my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B.

I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER(^™) designations. Previously, I worked for Prudential Securities, First Union, and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Health, Life, Disability, Long Term Care

Firm Information

Firm's Number of Clients

Assets Managed by Firm

$140,000,000

Advisor's Number of Clients

Assets Managed by Advisor

$140,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892277/paladinregistry-MY-Wealth-Management,-Inc.-detailed-disclosure.html

Disclaimer

MY Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where MY Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MY Wealth Management, Inc. unless a client service agreement is in place. MY Wealth Management, Inc. provides links for your convenience to websites produced by other providers of industry-related material. Accessing websites through links directs you away from our website. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

MY Wealth Management, Inc.