Waterfall Wealth Management: A Strategic Approach 
Waterfall Wealth Management: A Strategic Approach Table of Contents Introduction Understanding Waterfall Wealth Distribution Benefits…
Michael Garry Yardley Wealth ManagementFebruary 18, 2025
EXCELLENTTrustindex verifies that the original source of the review is Google. I have been with Yardley Wealth Management for over 15 years. Mike Garry and his team are the BEST!! They are knowledgeable, very helpful and very responsive. Mike regularly sends out helpful information throughout the year. Mike and his team are very good managing my portfolio. Their guidance is always very instrumental in my decision making. I would highly recommend Yardley Wealth Management.Trustindex verifies that the original source of the review is Google. Yardley Wealth Management has been managing my portfolio for over 10 years. It has been a wonderful relationship from the start. Michael Garry and his team are excellent! They are always very knowledgeable, competent, honest, and pleasant to work with. It is a pleasure to be associated with such a wonderful team and to be working with such a professional organization. I know my account is in good hands at all times. If you are looking for a financial management company to handle your financial needs, retirement planning and investment management services, look no further than Yardley Wealth Management. I feel sure you will not be disappointed in choosing Michael Garry and his team!Trustindex verifies that the original source of the review is Google. I’m so glad I moved my finances to Yardley! Mike and his team are cheerful and smart. I feel well-guided and supported. They answer my questions promptly and confidently. Every time we interact, I’m grateful for such a clever crew, working on my behalf.Trustindex verifies that the original source of the review is Google. I have been working with Mike and his staff for a few years. They are very professional, attentive and knowledgeable. They respond to messages and questions promptly, thoroughly and with expert advice, great respect and patience.Trustindex verifies that the original source of the review is Google. Mike and his team have expertly managed our savings for 10 years. Excellent communication, even across international time zones, and a very professional service. Highly recommended.Trustindex verifies that the original source of the review is Google. I don't know what I would have done without Mike and his team. They all worked professionally, efficiently and kindly while guiding me through the estate process when my mother passed away. This was over 10 years ago! The office's continued financial expertise and opinions as our family's financial advisor has been on point for our personal financial goals. We have worked with them as a team on a regular basis. Mike, Sandra, and Maureen never fail to answer a question, return a phone call or email within a quick time. Even when I have a minor question. My trust in their abilities to continue to grow our financial accounts lets me sleep at night especially when the economics world goes topsy turvy.Trustindex verifies that the original source of the review is Google. Maybe his business has changed, but 6 years ago after being one of his first clients, Mike failed to fulfill the responsibilities of s CFP. This left me exposed to almost $200k in taxes due to failing to communicate with the estate person he recommended and worked with in settling my mothers estate. Turns out i dont owe anywhere near that but i have spent thousands in accountants fees to clean up the mess, such that i am now owed thousands from the IRS that i may never see. I never heard so much as an apology or an offer to help clean up the mess. I think he was too busy celebrating his brief triathlon career. Paid WAY TOO MUCH in assets under management to essentially have my finances turned on their head.Trustindex verifies that the original source of the review is Google. I met Michael and his team two years ago pursuing the advice of a colleague. I came to meet the team in Yardley. It was a very pedagogic, instructive meeting. Several options have been proposed for the management of my case. I have been given the time that I needed to make my own decisions without getting telephone calls to urge a decision or to influence it one or other way. Today Michael and his team manage my file with very satisfactory results and with very comprehensive explanations and responses every time I have a question. I can just suggest having a face-to-face meeting with Michael and his team when you have a need or project of wealth managementTrustindex verifies that the original source of the review is Google. Michael and his team have been handling my investments for over 20 years. His approach including having access to dimensional funds is what initially attracted me. Since then, Michael has become a trusted advisor on financial planning, estate planning and financial advice. I can recommend Yardley Wealth without any reservations.Trustindex verifies that the original source of the review is Google. I have been a client for nearly 11 years and have never experienced such a positive relationship with a financial advisor. Mike and his staff always provide very thorough advice in a timely manner. Most importantly, they have taken the time to understand my life beyond the financial aspects: my family and their needs, my lifestyle, and my hopes and dreams for the future. Also, due to his background in law, he helped prepare wills and other important documents. I recommend Yardley Wealth Management with no reservations!
