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 More
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.
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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