Meet The Team

Our team is based in Yardley, PA and we have a passion for spreading financial security and peace of mind by providing leading edge wealth management and education.

“If you're ready to take control and start planning for success, you need our straightforward, friendly, no-nonsense financial firm in your corner!”

Michael J. GarryFounder and CEO

Michael J. Garry, CFP®

Esquire, MBA, Founder & CEO

Maureen Donahue, CFP®

Principal, Financial Advisor

Karen Lynch,

Principal &
Chief Operating Officer

Jennine Reitter

Client Service Associate

Sandra Austin

Client Service & Operations Specialist

Amy Garry

Financial Advisor

Rachel Garry

Principal

Madison DeMora

Marketing Assistant & Podcast Producer

Professional Designations

CFP® Certification Process
Accredited Investment Fiduciary® (AIF®)
A close-up shot of Luke Garry a chocolate brown dog with its tongue out, sitting in an office setting. In the background, there is a sign that reads "Yardley Wealth Management, LLC." The dog appears friendly and happy, likely an office pet or mascot.

Luke Garry

Chief Security Officer

Linc Garry chocolate lab with its tongue out, sitting in an office setting. In the background, there is a sign that reads "Yardley Wealth Management, LLC." The dog appears friendly and happy, likely an office pet or mascot.

Linc Garry

Chief Snacks Officer

Luna Lynch

Associate in Training

Stella DeMora

Production Assistant Not Just Numbers Podcast