Michael J. Garry
(CFP®, JD, MBA)
This advisor specializes in the following areas of expertise:
- Estate & Generational Planning Issues
- Helping Clients Identify & Achieve Goals
- Ongoing Investment Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
>At Yardley Wealth Management, LLC, Michael Garry CFP®, JD/MBA, a CERTIFIED FINANCIAL PLANNER (TM) practitioner applies his experience, financial industry knowledge, and legal background to provide you with a thoughtful seamless approach to wealth management.
As an independent, fee-only wealth management firm, Yardley Wealth Management is positioned to tailor investment and wealth management strategies solely around your unique objectives. We work for you - not a bank, brokerage firm or insurance company. With no products to sell, commissions to attain, or quotas to meet, you can be sure that every piece of advice you receive is in your interests. We are fiduciaries held to the principle that your goals and interests must come first and drive your wealth management process.
Michael is a frequent expert contributor to financial publications, and has been quoted in The Wall Street JournalMoney Magazine, Kiplinger's, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor and many other publications. As the Managing Member of Yardley Wealth Management, LLC, Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member of the Financial Planning Association (FPA). In addition, he is a NAPFA-registered Financial Advisor. Married for 19 years, Michael and his wife have three daughters. He has coached several of his daughters' Yardley Makefield Soccer (YMS), and YMCA soccer and basketball teams, and he has completed the Philadelphia Marathon, the Philadelphia Distance Run, the Broad Street Run, the American Cancer Society Bike-a-thon, and the Philadelphia and Marsh Creek Triathlons. He recently finished the Quakerman Half Triathlon, which is a 71 mile race (1.2 mile swim, 56.7 mile bike, and 13.1 mile run), winning the Clydesdale division.
NAPFA Start Date
March 31, 2005
Industry Start Date
January 01, 1998