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Michael Garry (AIF®, CFP®, JD, MBA)

Michael Garry focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

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.

Additional Information

Michael is a frequent expert contributor to financial publications, and has been quoted in The Wall Street Journal Money 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 over 20 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, the Irish Pub's Tour De Shore charity ride and the Philadelphia and Marsh Creek Triathlons.  He 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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

37 S Main St Yardley, PA 19067 Phone: (267) 573-1019 Fax: (267) 397-2003
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