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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

Yardley Wealth Management

Who We Are

The independence you deserve as an independent, fee-only financial planning firm, Yardley Wealth Management is positioned to tailor investment and retirement strategies solely around your unique objectives. With no products to sell, commissions to attain, or quotas to meet, you can be sure that every piece of advice you receive is in your best interests. As a Fiduciary working with your assets and offering financial recommendations, Yardley Wealth Management is held to the principle that your goals always come first—and drive your financial planning process.

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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, 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.

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.

Costs

Being fee-only, we have no products to sell except advice.

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.

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.

A Personal Approach

Understanding your unique financial needs is where our financial advisors excel, by creating a personalized plan with highly competitive investment products and dedicated service, we empower clients to identify goals, but take consistent action toward achieving them.

Our Services

We cover every aspect of your financial life

Our Videos

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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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