5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! By Michael J.…
Michael Garry Yardley Wealth ManagementMay 25, 2021
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.Learn MoreLearn More
We start by helping you to identify your needs. Tell us your goals and vision for your future, as well as your concerns. We’ll analyze all of your information, and provide you with a specific, detailed plan telling you exactly what we think you should do.
We invest primarily in index funds and funds that are very much like index funds. We don’t believe in market timing or stock selection or trying to beat the markets by guessing what will happen tomorrow.
Since we are independent and fee-only, we have no products to sell you except our advice. That means if you do need a financial product, like a mortgage or insurance, we can guide you through your purchase decision.
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.
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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.