EXCELLENT  
  
 Based on 71 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Mark D. Thompson 
 
 
 
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Have been working with Mike and his team for 2 years now and am very happy. Quick to respond to questions with thoughtful, considered responses & solid returns. Happy we switched to Yardley Wealth Mgmt.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Chuck Hughes 
 
 
 
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We would have given more stars if the option was available. For more than 14 years we have been associated with Mike and his team. Mike guided us through our retirement planning and the implementation of that plan. This has enabled us to have peace of mind knowing that our investments are being effectively managed. Mike and his team have helped us resolve other financial related issues resulting in positive outcomes. We highly recommend Yardley Wealth Management for your financial needs. Chuck & Barbara
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kerrie Sodano 
 
 
 
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We have been clients of Yardley Wealth Management LLC for over 10 years and have been extremely happy with their investment and retirement planning services.  Mike, Maureen & the team are extremely knowledgeable.  They've provided steady and winning guidance through various tumultuous market seasons.  Their expansion of offerings such as newsletters, the podcast, and tax strategies, have been very valuable as we manage our long-term financial plan.  We highly recommend The Yardley Wealth Management team!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 joe sodano 
 
 
 
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I can’t say enough good things about the team at Yardley Wealth Management.  They are diligent about helping us achieve our goals.  They also helped build a portfolio that fit our needs moving forward. Very professional,  if I could give more than 5 stars, I would.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sandy Poirier Smith 
 
 
 
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I have worked with Mike and his team for more than 15 years to help our family plan our finances and give us peace of mind for our future. They have guided us with investment options and an updated will. Mike and Maureen are trustworthy, comprehensive, proactive, and always available (and patient!) to answer complex questions. And, they do it with such a pleasant and personal touch. I recommend Yardley Wealth Management for anyone in the Upper Makefield, Newton, and Yardley area as while we meet by Zoom, it's always great when we meet in person too.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Ross Jordan 
 
 
 
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Yardley Wealth has been my long term, go to financial / wealth advisor.  Mike and his team are highly professional and well versed.  Great people to work with.  Do yourself a favor and give them a call.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Alexander Tsygankov 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We’ve been with the Yardley Wealth Management for two years, and our experience is extremely positive. We began working with Mike and his team when we needed a will and estate planning. Another important issue was and still is the retirement money management. Everything we needed was accomplished promptly and perfectly. We are very happy about everything related to our estate planning and money management. It is a great pleasure working with Mike, Karen, Sandra, Maureen, and the entire Yardley team. They are always knowledgeable, helpful, accurate, responsive, courteous, and constantly on time. No question remains unanswered and no request is ever ignored/forgotten. We are extremely pleased with our financial advisors and highly recommend them to everyone in need of money management and/or estate planning. Thank you, Mike! Thank y’all!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Steve Swencki 
 
 
 
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Mike and his entire team at Yardley Wealth Management are pros. I needed guidance on rolling an ESOP account over from the prior firm I was with. After an introduction meeting, it was clear to me that they could help with far more than just that. They are helping me plan for my entire financial future and I sleep better knowing they are in my corner. Communication and response time is second to none and I would highly recommend them to anyone seeking help in this space.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kelly Swencki 
 
 
 
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The Yardley group is respectful, supportive and knowledgeable. They continue to have a very positive impact on our financial journey. My husband and I rely on this group for ongoing guidance with short and long-term financial goal setting, retirement plans, saving, investing, and financially preparing for the possibility of unexpected life circumstances. They keep us focused on success without intimidation or judgement. I recommend Yardley Wealth Management to anyone who can use financial advice, whether just starting out or contemplating retirement. They are ready and eager to help!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Diane Murphy 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We had an excellent experience with Yardley Wealth Management. The team is both friendly and highly professional, with a clear depth of experience that immediately put us at ease. They truly listened to us and took the time to understand our complicated financial situation and how we want to live our retirement years. What really stood out was their attention to detail—especially around tax planning. They didn’t just focus on our current tax strategy, but also helped us think ahead and prepare for potential tax burdens in the future. Yardley Wealth created a thoughtful, individualized financial plan tailored specifically to our goals and lifestyle, rather than a one-size-fits-all approach. We now have a clear roadmap that aligns with our vision for retirement, and we feel reassured knowing we’re on the right path. We highly recommend Yardley Wealth Management to anyone looking for personalized, forward-thinking financial guidance.
  
 
  
 
 
 
 
   
 
 

Yardley Wealth Management, LLC is an SEC Registered Investment Advisory (RIA) firm that provides financial planning, retirement planning, and investment management services to over 170 clients. Founded by Michael Garry, the firm has grown from the ground up to manage $200 million in assets, built on a foundation of perseverance, fiduciary responsibility, and a commitment to client success.