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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
Image of Michael J. Garry, Esquire, CFP®, MBA Founder and CEO of Yardley Wealth Management standing outside on the porch at the YWM office

Michael J. Garry

Esquire, CFP®, MBA
Founder & CEO

Maureen Donahue, CFP®, stands confidently at the entrance of Yardley Wealth Management, located in Yardley, Pennsylvania. She's wearing a black blazer with a red blouse, standing against a dark blue door with a white frame. Sporting glasses, her light brown hair frames her face, and she greets visitors with a big smile. As an esteemed employee of the firm, her expertise and dedication reflect the commitment to excellence upheld by Yardley Wealth Management.

Maureen Donahue

CFP®
Financial Advisor

A professional headshot of Karen Lynch, Chief Operating Officer at Yardley Wealth Management with blonde hair smiling warmly. She is wearing a navy blue blazer over a dark gray top, accessorized with a necklace featuring a blue stone pendant. The background is dark and neutral, emphasizing her friendly and approachable demeanor.

Karen Lynch

Chief Operating Officer

Jennine

Client Service Associate

Image of staff member Sandra Austin, Client Service & Operations Specialist at Yardley Wealth Management smiling warmly in front of a dark-colored door, wearing a black sweater with a red and white patterned design along the shoulders. She has light brown hair and is wearing a delicate necklace with a cross pendant. The overall tone of the image is professional yet approachable.

Sandra Austin

Client Service & Operations Specialist

A professional headshot of Rachel Garry, team member and Principal at YWM with shoulder-length blonde hair, smiling confidently. She is wearing a navy blazer over a light blue button-down shirt, exuding a polished and approachable appearance. The background is neutral and blurred, focusing attention on the subject.

Rachel Garry

Principal

Madison DeMora, a podcast producer and marketing assistant, stands by the dark blue door of Yardley Wealth Management in Yardley, Pennsylvania. Her blonde hair and blue eyes contrast against the door, while she wears a crisp white shirt, exuding professionalism.

Madison DeMora

Marketing Assistant & Podcast Producer

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

A gray and white dog with curly fur is lying on a patterned rug next to a wooden coffee table. The dog is relaxed, looking directly at the camera with a calm expression. Books can be seen under the glass top of the coffee table, and the setting appears to be in a cozy living room with hardwood floors. The lighting highlights the dog's soft, textured coat.

Xena Lynch

Chief Canine Officer