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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 J. Garry, Esquire, CFP®, MBA


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.


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, 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.

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