CFP®, MBA, JD
Yardley Wealth Management
Michael J. Garry, CFPÂ®, JD/MBA, is an independent Financial Advisor located in Newtown, PA and serving the entire Doylestown area.
Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Michael was featured in the Wall Street Journal in the December 13, 2010 edition of the paper. He was part of its 2011 Advisor Roundtable and discussed working with clients and what to expect for 2011. Since then he has been fortunate enough to appear in the Wall Street Journal and its sister publications several more times.
Michael is a frequent expert contributor to financial publications, and has also been quoted in Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals; he has written articles for The Bucks County Courier Times, Yardley News and Outlook Magazine; and he writes a regular personal finance column in the Yardley Voice. Go here to see a partial listing of Michael’s quotes and TV appearances.
St. Mary’s Medical Center has appointed Michael to serve on its Planned Giving Advisory Committee.
Michael serves as an Arbitrator for FINRA – Dispute Resolution. Arbitrators serve in panels and hear and decide cases involving disputes between securities firms, their employees, and/or the public.
Michael earned a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, and a law degree (JD) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning.
Michael began his career as an intern with the Pennsylvania Office of the Attorney General and was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney at two Philadelphia law firms.
Expanding his career horizons, Michael moved to Merrill Lynch & Co. where as a financial advisor, he developed broad – based financial plans that encompassed high net-worth clients’ insurance, tax, investment, retirement, and estate planning needs.
Later, Michael joined Global Investment Management, where as Vice-President and Chief Compliance Officer he oversaw the 25-year old Registered Investment Advisory firm’s operations and legal compliance. He also developed and monitored the implementation of appropriate investment policies and advanced wealth planning techniques to address clients’ financial objectives.
In February of 2006, Michael formed Yardley Wealth Management, LLC to better serve the needs of his clients. At Yardley Wealth Management, Michael, a CERTIFIED FINANCIAL PLANNER TM practitioner applies his experience, financial industry knowledge, and legal background to provide a seamless, thoughtful approach to wealth management.
In February of 2007, Michael formed a law firm, Yardley Estate Planning, LLC to work in conjunction with his wealth management firm and provide Estate Planning services to Pennsylvania and New Jersey residents. Yardley Estate Planning is a law firm dedicated exclusively to Estate Planning, which includes planning for and addressing legacy, inheritance and tax issues; and drafting wills, trusts, living wills, powers of attorney, and other Estate Planning tools and documents.
Married for 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, 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 (men over 200 lbs.) division.
Michael Garry is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial 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. Call us to find out what Yardley Wealth Management can do for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Garry is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Michael Garry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Michael Garry is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Michael Garry
41 University Drive
Newtown, PA 18940