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*All testimonials are from current clients who have not been compensated.

Yardley Wealth In The Press

In The Press

Yardley Wealth Management

Listen to Founder and CEO Michael Garry as he joins Marie Swift to discuss how "Anything is Possible" even in such uncertain times.

In Episode #5 of Mindset Mastery, “Anything is Possible”, Marie Swift speaks with Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC, a Registered Investment Advisory (RIA) firm that provides financial planning, retirement planning and investment management services to approximately 120 clients.

In a nutshell: Michael Garry built his independent financial advisory firm from zero to $100 Million AUM through sheer grit and determination. He tells us how he is keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how he keeps his mindset strong as we continue to “walk through the wind”, and why he decided to take on the Ironman challenge (Bonus: how the financial planning process is similar to participating in an Ironman event). Listen in as Michael shares his story and encourages us to keep our mental focus sharp, especially during these trying times.

Michael Garry, owner of Yardley Wealth Management, stands confidently in a dark blue blazer paired with tan dress pants and a brown belt. He wears a light blue checkered shirt over a buttoned-up white cotton shirt, smiling with hands in pockets. PNG image with transparent background.

Michael J. Garry, Esquire, CFP®, MBA

Beliefs

You cannot beat the markets by guessing tomorrow’s news.

A structured investment approach will add value with a higher reliability and confidence level than one based on guessing.

We diversify across global markets based on our clients’ situations and needs, buying funds that are low-cost, tax-efficient and have a proven track record of success.

Our beliefs and what we do here at Yardley Wealth Management

Our Process

We are fiduciaries, all the time.

We use a fiduciary process to create your plan and build your investment portfolio using exchange-traded funds (ETFs) and mutual funds from Avantis, Dimensional Fund Advisors, Life + Liberty Indexes,Vanguard, iShares, and other funds that make the grade.

We monitor your investments to make sure they stay aligned with your needs and goals. We make the necessary changes, so you don’t have to.

Our Process at Yardley Wealth Management

My Books

Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it.

Michael Garry's Books

Visit Our Must-Watch Educational Videos

Our approach is authentic and straightforward watch Michael Garry discuss how Yardley Wealth Management is the right choice to guide your financial journey forward.

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Our Services

We cover every aspect of your financial life
Yardley Wealth Management Services

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Don't forget to sign up for our newsletter and receive a sample of Michael's new book "The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances." This book will help you cut through the confusion to finally feel confident and in control of your finances. It’s time to get smart about your money management.

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