Michael J. Garry, Esquire, CFP®, MBA
Accredited Investment Fiduciary®

Founder and CEO

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael was featured in the Wall Street Journal in the December 13, 2010 edition of the paper. He was part of its 2011 Advisor Roundtable and discussed working with clients and what to expect for 2011. Since then he has been fortunate enough to appear in the Wall Street Journal and its sister publications several more times.

In 2014, Michael published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, 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; he has written articles for The Bucks County Courier Times, Yardley News, Outlook Magazine, and the Yardley Voice. Go here to see a partial listing of Michael’s quotes and TV and radio appearances.

Michael earned a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, and a law degree (JD) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning.

Michael began his career as an intern with the Pennsylvania Office of the Attorney General and is admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney at two Philadelphia law firms before expanding his expanding his career horizons by moving to Merrill Lynch and then Global Investment Management.

In February of 2006, Michael formed Yardley Wealth Management, LLC to better serve the needs of his clients. At Yardley Wealth Management, Michael, a CERTIFIED FINANCIAL PLANNER TM practitioner applies his experience, financial industry knowledge, and legal background to provide a seamless, thoughtful approach to wealth management.

In February of 2007, Michael formed a law firm, Yardley Estate Planning, LLC to work in conjunction with his wealth management firm and provide Estate Planning services to Pennsylvania and New Jersey residents. Yardley Estate Planning is a law firm dedicated exclusively to Estate Planning, which includes planning for and addressing legacy, inheritance and tax issues; and drafting wills, trusts, living wills, powers of attorney, and other Estate Planning tools and documents.

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.