Business Details
13 Years
experience
Your Trusted Partner for Retirement Planning Solutions
We are an independent Registered Investment Advisory (RIA) firm dedicated to guiding clients through retirement planning, wealth management, and legacy preservation. Founded in 2013, our firm builds on decades of combined experience from our lead professionals, including over 20 years in the financial industry for our president, a CERTIFIED FINANCIAL PLANNER. We operate as fiduciaries, prioritizing client interests through transparent fee structures, responsive communication, and holistic financial strategies tailored to individual needs. Our services integrate account aggregation, risk assessment, income planning, and ongoing portfolio monitoring to help clients navigate retirement complexities with confidence. 
Services
Retirement Planning
Account Aggregation
Financial Consulting
Investment Management
Portfolio Monitoring
Details
- Year established: 2013
Highlights and features
- We operate as fiduciaries, legally obligated to act in your best interest
- Transparent fee schedule with no hidden costs or commissions
- President holds CFP and ChFC certifications with 20+ years industry experience
- Customized retirement roadmaps tailored to individual financial situations
- Ongoing portfolio monitoring and adaptive financial planning strategies
What people say
Personalized attention
Transparent pricing
Expert guidance
Thorough analysis
Responsive team
Services
Retirement Planning
Our retirement planning service develops customized strategies for pre-retirees and retirees. We analyze income sources, risk tolerance, and distribution requirements to create sustainable financial roadmaps. Clients receive comprehensive guidance on Social Security optimization, pension planning, and tax-efficient withdrawals.
Account Aggregation
This digital tool consolidates all financial accounts into a single interface. Users gain real-time visibility into investment portfolios, retirement accounts, and brokerage holdings while receiving actionable insights about asset allocation and performance trends across their complete financial picture.
Investment Management
Our investment management service provides ongoing portfolio oversight and rebalancing. We implement diversified strategies aligned with client risk profiles and retirement timelines, focusing on long-term growth preservation while minimizing tax liabilities through strategic asset allocation.
Financial Consulting
Personalized financial consulting addresses complex retirement scenarios including estate planning, legacy preservation, and multi-generational wealth transfer. Our advisors help clients navigate market volatility, healthcare costs, and longevity risks through tailored solutions.
Portfolio Monitoring
Continuous portfolio monitoring ensures investment strategies remain aligned with evolving goals. We provide quarterly performance reviews, risk assessment updates, and strategic adjustments to maintain optimal portfolio positioning throughout market cycles.
People
Jeffrey Yeakle
President & CEO
Co-founder with 20+ years in financial services, holding CFP and ChFC certifications. Former roles at Prudential Securities and Sandy Spring Bank. Specializes in retirement income strategies and portfolio management.
Bradford Yeakle
Financial Planner
Certified Financial Consultant with six years of retirement planning experience. Former T. Rowe Price financial consultant. Focuses on personalized financial plans and retirement account strategy optimization.
Melissa Price
Office Manager
20-year financial services veteran supporting client operations since 2004. Oversees office management, staff supervision, and client administrative support for retirement planning processes.
Kimberly Maldonado
Office Assistant
Client support specialist since 2016. Manages account establishment, client inquiries, and coordinates external relationships with broker dealers and financial vendors.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, risk assessment, Social Security optimization, and legacy planning tailored to individual financial situations.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisory firm, we operate under fiduciary standards, legally obligated to prioritize client interests in all financial recommendations.
How are your fees structured?
We use transparent fee-based pricing with a $1,000 minimum planning fee. Clients with $1M+ in assets under management receive planning services at no charge.
What technology tools do you provide?
Our account aggregation platform consolidates financial accounts into one interface with real-time insights. We also offer secure document sharing and portfolio monitoring tools.
How often do you review investment portfolios?
We conduct quarterly performance reviews and provide annual comprehensive portfolio assessments, with additional adjustments made as needed for market changes or life events.
