Michael Garry
CFP®, AIF®, MBA, JD
Yardley Wealth Management
Financial Advisor, Founder and CEO
Michael Garry
CFP®, AIF®, MBA, JD
Yardley Wealth Management
Financial Advisor, Founder and CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Garry, CFP®, AIF®, MBA, JD
Michael J. Garry, CFP®, JD/MBA, is an Independent Financial Advisor located in Yardley, PA and serving the entire Doylestown area.
Michael Garry is a Yardley, PA fee-only financial planner. Yardley Wealth Management provides comprehensive and objective wealth management to help retirees and near-retirees organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Garry is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Let's face it-financial planning is confusing and overwhelming for most people. There's more information than you can sort through and too many voices telling you what to do. That's why Michael Garry has dedicated his career to spreading financial security and peace of mind by providing leading-edge wealth management and financial education. Michael Garry built his independent financial advisory firm from zero to over $100 Million in Assets Under Management (AUM) through grit and determination.
Michael earned a B.S. and an MBA in Finance from Saint Joseph's University and a law degree (J.D.) 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 he was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney for two Philadelphia law firms before becoming a financial advisor. Michael honed his financial management skills by working with Merrill Lynch and then becoming vice-president and Chief Compliance Officer at Global Investment Management, overseeing a 25-year old Registered Investment Advisory firm's operations and legal compliance.
In the relentless pursuit of excellence, in February of 2006, Michael founded Yardley Wealth Management, LLC, using his core principles to serve his clients better. Starting the firm has allowed Michael to consistently put your success at the forefront of everything he does. At Yardley Wealth Management, Michael applies his financial planning expertise, financial industry knowledge, and legal background to provide a seamless, thoughtful approach to wealth management.
CREDENTIALS & AWARDS
Membership
NAPFA-Registered Financial Advisor
Awards
Five Star Wealth Manager award winner 2012-2020
Extensively Quoted In
The Wall Street Journal, Chicago Tribune, USA Today, Money Magazine, Kiplinger's, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals.
Appearances On
Kent Smetters Business Radio Show on SiriusXM, The Marilu Henner Show, Armstrong Williams Show
For more of Michael's interviews and press appearances, click here
Book
Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial
Planner - Published 2014
Personal Information
Michael was born and raised in the city of brotherly love, Philadelphia, Pennsylvania, and now resides in Yardley, Pennsylvania. He has been married to the love of his life, Rachel, for over 25 years. Together they share three beautiful daughters. Never to be one to sit on the sidelines, this proud father has coached his daughters' Yardley Makefield Soccer (YMS), YMCA soccer, and basketball teams!
In life, Michael's mantra is, "Anything is possible." He believes in practicing both financial fitness and physical fitness. Michael has completed the 2018 IRONMAN Maryland, 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, a 71-mile race (1.2-mile swim, 56.7-mile bike, and 13.1-mile run), winning the Clydesdale division.
Mindset and focus are the backbone of Michael's Success
In episode #5 of the NAPFA's Mindset Mastery podcast, listen in as Michael shares his story about building his independent financial advisory firm through sheer grit and determination. He encourages us to sharpen our mental focus, especially during these trying times.
Michael's book, Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner, is available on Apple Books.
Michael Garry is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Garry is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Garry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Michael Garry is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Michael Garry is the Author of Independent Financial Planning
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Michael Garry Named to Kitces.com Top 50 Financial Advisor Blogs and Bloggers
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Michael Garry Writes for FiGuide
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Michael Garry is Quoted in the Chicago Tribune: "How to protect retirement assets from stock market volatility"
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Michael Garry is Quoted on TheStreet.com: "How to Combat the Biggest Retirement Threats Baby Boomers Face"
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Michael Garry is a Featured Guest on Mindset Mastery Podcast by NAPFA: “Anything is Possible”
Contact Michael Garry
Office Locations:
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37 S. Main Street
Yardley, PA 19067
