Questions? Please call or email us. If you aren’t exactly sure what we do or how we work, you aren’t alone. Most people have never worked with an independent advisor. We would be happy to walk you through it over the phone before you come in to meet with us.
Address: 37 S. Main Street Yardley, PA 19067
Phone or Text: (267) 573-1019
Email:[email protected]
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ExcellentBased on 35 reviews
Trustindex verifies that the original source of the review is Google.
Randy H2024-01-17Yardley Wealth Management has proved to be a very competent and professional organization to my husband and I. They make themselves available, listen to our needs, and follow through quickly and transparently. I feel confident putting my future in their hands. As a side note, everyone in the office is approachable and dependable. You won't be sorry!Trustindex verifies that the original source of the review is Google.
jim bowker2024-01-02I am so pleased with Yardley Wealth. I have spent years not moving forward on what I knew had to be done to have peace of mind. Yardley Wealth has an incredible staff! They are knowledgeable, patient, did I say knowledge? Without a doubt!! They work as a team, never make you feel stupid, and will explain everything step by step, and if needed do it again. I go into this new year with confidence that my affairs are in order. Please give a call to Mike. You will not regret it. Mike is a Professional! He will make you feel at ease the moment you make that first phone call! I hope you do! Carol BowkerTrustindex verifies that the original source of the review is Google.
Neil Milgram2023-12-06After having dealt with an advisor who did not communicate and failed to abide by our wishes, resulting in limited, if any growth, we were given Michael Garry and Yardley Wealth Management as a group to review and consider.. One meeting with Michael was all it took to move our accounts over. We have been with Yardley Wealth Management for quite a few years now, and have not regretted our decision. Their management of our portfolio, which is evident from its growth over the years, along with their accessibility, straight forwardness, and detailed answers to any questions, make them a well rounded organization that we continue to enjoy and prosper from.Trustindex verifies that the original source of the review is Google.
Rosemary Tierney2023-10-12For the last twelve years my sister, Rosemary Tierney, has relied on the sage advice of Michael Garry, CEO of Yardley Wealth Management. She has asked my assistance in submitting this review. During this period, Michael has aided her in making financial decisions through his key investment advice and guided her in maintaining a healthy investment portfolio. Michael's advice has been key in helping her to determine what needed to be done during a sometimes volatile climate. His credentials and expertise are further demonstrated through his authorship of the book, A Smart Person's Guide to Financial Planning & Investments, a key tool in helping anyone understand the world of finance. According to several discussions with my sister, she related that Michael has been her "go to" person, providing the confidence she needed to make decisions about her portfolio. The key words in many relationships are confidence and trust. Rosemary feels that Michael has earned both during this period of working with him. He has indeed gained her confidence and trust, and she offers praise and thanks for his assistance in guiding her through this financial journey. -- Rosemary Tierney with Denis SmithTrustindex verifies that the original source of the review is Google.
Anne Biggs2023-08-14I’m so happy with this company! Mike and his smart, friendly staff—lots of women!!—made me feel at home immediately. My confidence in all of them has grown from there. In fact, my daughter and her husband have joined me as clients of YWM and are as pleased with the capabilities, services and personalities as I am. Knowledgeable, confident, open and approachable, quick with responses to every question and concern. Mike’s also an attorney, which enriches his background—it’s great to have all that experience available to me. I love knowing that this team is working on my behalf, my own experts answering all my questions and advising me, so I don’t have to worry about it. I feel as though I’ve found “my place” with Mike and his team. (I also really like Mike’s occasional emails addressing common concerns or something that’s popped up in the news. Clever and very readable!)Trustindex verifies that the original source of the review is Google.
Fred Van Sickle2023-08-08Susan and I have worked with Mike since he began his business many years ago. He has been a constant as we built our financial future, and we are grateful for his sound and practical advice. Our adult children are now working with him!Trustindex verifies that the original source of the review is Google.
Linda Fi2023-07-17I highly recommend Yardley Wealth Management. Mike transformed my previous advisor's fee heavy portfolio into one that kept my best interests in mind. Mike is easy to talk to and takes the time to explain complicated information. Plus, Mike and his team show concern for me as a person. I trust Yardley Wealth Management with my finances.Trustindex verifies that the original source of the review is Google.
Nancy Burdette2023-07-04Mike and staff are amazing! So knowledgeable, always willing to share and educate. Mike is authentic, down to earth, as well as patient in translating financial information into easy to understand terms. Since handing over my finances to Mike, my mind is at ease knowing he’s looking out for my best interests. Thanks, Mike! So glad I was listening when you were the guest financial expert on Wharton Business radio several years ago..Trustindex verifies that the original source of the review is Google.
Bart Minsky2023-06-28My wife and I have been with Mike Garry and the YWM team for several years. They helped us consolidate our highly varied and unmanaged investment accounts into a single user-friendly portfolio that they actively manage according to our changing needs. We feel extremely safe, comfortable, and trusting of the YWM team.
