When we decided we needed a financial advisor, we received a recommendation from a friend for Yardley Wealth Management, and we have had a great relationship with them since the beginning. Mike Garry and his team helped us consolidate our various investments, provided estate planning, and continue to manage our investments and financial needs. We think they do a great job and are very pleased with their services. They are knowledgeable, professional, accessible - Mike has always been available to meet, is very friendly and easy to work with - and easy to communicate with. He is a fiduciary advisor and we have found his suggestions and recommendations to be excellent.Dave CoatsVia Google Reviews
We would highly recommend his services to all.
We read Mike's book in 2015, regarding choosing a financial planner.Steven SemblerVia Google Reviews
We agreed with all of his points about hiring a fiduciary Certified Financial Planner, then were fortunate to discover that his office was local to us which was an added plus! Our previous experience was with a firm that continually explained why he wasn't hitting benchmarks! We met with Mike and felt very comfortable with him managing our assets. We have worked with Mike since 2016 and have always found him to be professional, personable and truthful in all our dealings. Mike has provided excellent guidance in handling our assets since we began working with him. We would highly recommend Mike Garry .
My wife and I have been clients of Michael Garry and the Yardley Wealth Management Team since 2012. He has handled our financial needs well and seamlessly and is always extremely professional as is the entire Team. His advice and knowledge of our vision and current trends are proof to us that we have chosen wisely with Michael as our financial advisor. We are always happy to recommend him to friends and family in need of advice, and his books and you tube guidance have been helpful tools in general for navigating financial waters. We continue to look forward to working with Michael and Team as we head toward ‘the golden years’. Thanks Mike, for all you have done and for never being too busy to let your clients know you care.Ken AroldVia Google Reviews
My wife and I have been working with Michael and his staff at Yardley Wealth Management since they started in 2006. Michael’s advice has helped us in so many ways. From setting up 529’s for our children, helping us develop wills, retirement planning and making dreams come true. Michael is always professional, down to earth and responsive. He does an excellent job explaining everything and provides examples that you can relate you. He understands what your wishes are and provides the correct advice for each scenario. I wouldn't trust my portfolio with anyone else and have recommended Michael to friends and family! My children and grandchildren will be better off because of the advice Michael and his team have provided.Tom PileggiVia Google Reviews
We have been loyal customers of Yardley Wealth Management since 2018. Because of the expert financial and legal advice we have received our assets have dramatically improved. We are now both retired, and living very comfortably under an expense formula that they helped us create. Mike Garry and his great staff have been with us all the way. Joining their group was a life-changing decision for us.Eric BownVia Google Reviews
My family and I became a client of Mike's when he first started the business back in 2006. Mike and his team do an excellent job explaining their retirement investment strategy and estate planning documents in an easy to understand fashion for someone like myself not in the same business. I appreciate all the stress he has taken out of my family's life in pulling our assets together and managing them for us. TRUST is the most important part of any relationship, and I wouldn't trust my assets with anyone else!William FranchiVia Google Reviews
My wife and I are longtime clients of Yardley Wealth. Mike and his team do a fantastic job of managing our investments. Over the years, Mike has given us advice on setting ourselves up for the future, including retirement, business and personal taxes, setting up 529’s for our sons, and more. Yardley Wealth helped us navigate the economic downturn of the late 00’s when everyone else around us was losing their heads. Even during the past 6 months when the economy has been rocky, Yardley Wealth has been there to help us minimize our losses and put is in position for growth in the future. They are trusted professionals who put their clients first.Johnny MastinVia Google Reviews
I would give more than five stars, if I could. Ignore the troll - we've been with Yardley Wealth Management since before we had any type of wealth to manage, and it's the single best financial decision we've ever made. Mike demystifies some dense subject matter with the greatest of ease, and treats you like family. He and his team super personable, always responsive, and ready with sound advice whenever you need it.
Don't expect him to make you rich quickly; anyone promising this is a financial quack, and should be avoided. That said, we're quite happy with the performance of the assets he is managing for us. He's not there to sell you anything; he is there to help you pPeter SpauldingVia Google Reviews
My wife and I have used Mike's services for 15 years and have used both financial and legal services. We have been very happy for his attentiveness and professionalism. I would not hesitate to recommend him to anyone who is in need of a financial advisor. He has been very thorough and accessible.James ScammellVia Google Reviews
Friendly, professional staff, and atmosphere! Very attentive to all my requests and needs. They have gone above and beyond on a handful of occasions.Brad McCarthyVia Google Reviews
My husband and I have been working with Mike at Yardley Wealth Management for about 10 years and find him to always be very friendly, professional and extremely helpful with all our retirement and financial needs. Unlike commission-based financial planners where you don't necessarily know if their advice is in your best interests or theirs, there is no conflict of interest with Mike. He is a trusted fiduciary who has gone above and beyond for us time and time again. He is down to earth and doesn't speak in financial jargon that so many other financial advisors do. He speaks 'plain English' and answers all our questions in understandable language that anyone can relate to regardless of their level of financial expertise. He's reliable in answering emails and phone calls quickly and doesn't leave you hanging. That's something we lacked when working with another advisor at a different firm many years ago, which is why we switched to Yardley Wealth. Between Mike's knowledge and experience, accessibility and friendly personality we feel confident in him and Yardley Wealth and are very happy to be working with him. Highly recommend!Ellen S.Via Google Reviews
*All testimonials are from current clients who have not been compensated.
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.
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.