Michael J. Garry

Let’s face it: financial planning can be confusing and overwhelming for many people. Between having tons of information to sort through and constantly hearing about new financial tricks and trends, it can be hard to know what is right for you. That is why I have dedicated my career to spreading financial security and peace of mind by providing comprehensive wealth management and financial education. I have built my independent financial advisory firm from zero to $200 million, as well as expanding my team from one to eight.

I earned my B.S. and an MBA in Finance from Saint Joseph’s University, as well as a law degree (J.D.) from the Widener University School of Law with a concentration in tax, securities, and estate planning.

Michael began his career as an intern with the Pennsylvania Office of the Attorney General, and he was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney for two Philadelphia law firms before becoming a financial advisor. Michael honed his financial management skills by working with Merrill Lynch and then becoming vice-president and Chief Compliance Officer at Global Investment Management, overseeing a 25-year old Registered Investment Advisory firm’s operations and legal compliance.

In February of 2006, I founded Yardley Wealth Management, LLC, to put the needs of my clients at the forefront of everything we do. By applying my financial planning expertise, financial industry knowledge, and legal background, I aim to provide a seamless, thoughtful approach to wealth management.

CREDENTIALS

Memberships
Member of the National Association of Personal Financial Advisors (NAPFA),
and the Financial Planning Association (FPA)

Extensively Quoted In
The Wall Street Journal, Chicago Tribune, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com,CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals.

Appearances On
Kent Smetters Business Radio Show on SiriusXM,The Marilu Henner Show, Armstrong Williams Show

Outside of the Office

I was born and raised in the city of brotherly love, Philadelphia, Pennsylvania, but for over 20 years now, I have lived in Yardley, Pennsylvania. I’ve been married to the love of my life, Rachel, for over 30 years. Together we have three beautiful daughters, and two chocolate labs (photos of our dogs are featured on the Our Team page).

My mantra in life is “Anything is possible,” and I strive to live that out both physically and mentally. I’ve completed the 2018 IRONMAN Maryland, several IRONMAN 70.3 races, the Philadelphia Marathon, the Broad Street Run, and the Ben to the Shore Bike Tour (a charity ride supporting the Families Behind the Badge Children’s Foundation), among many other races. I even finished first in the Clydesdale division of the Quakerman Half Triathlon, a 71-mile race consisting of a 1.2-mile swim, 56.7-mile bike ride, and 13.1-mile run! To strengthen my mind as well as my body, I make time to read every day, with favorites including To Kill a Mockingbird by Harper Lee and Jailbird by Kurt Vonnegut.

Books

Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner – Published 2014

The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances – Published 2022