James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning &…
Michael Garry Yardley Wealth ManagementJuly 20, 2022
Spreading financial security and peace of mind by providing leading edge wealth management and education around retirement and estate planning.
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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.
Learn MoreLearn MoreProcess
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.
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.
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