Yardley Wealth Management, LLC is a fee-only Registered Investment Advisory (RIA) firm specializing in comprehensive financial planning and investment management. Founded nearly two decades ago by Michael J. Garry, the firm has built a strong foundation on fiduciary responsibility, managing over $200 million in assets for more than 170 clients. Their commitment to increasing client cash flow, legacy, and charitable giving through strategic tax planning sets them apart in the financial advisory landscape.
The firm takes a holistic approach, covering every aspect of a client’s financial life to ensure their finances align with personal goals and dreams. With a focus on retirement planning, tax-efficient wealth transfer, and long-term financial security, Yardley Wealth Management serves individuals and families seeking to make their money last, enjoy peace of mind, and prepare thoughtfully for the future. Their perseverance and client-first philosophy have driven steady growth and enhanced service capabilities for decades to come.
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Strategies
- Charitable Giving Strategies
- Legacy Planning
- Cash Flow Management
Based in Yardley, PA, the firm offers both in-person and remote consultations to accommodate client preferences. Michael Garry, the founder and CEO, is also a published author on personal finance, providing educational resources such as books and a podcast to help clients feel confident and in control of their financial decisions.
