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Michael J. Garry, CFP®, JD/MBA

Over 17 Years of Experience in Retirement Planning

Yardley Wealth Management LLC

Newtown

PA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Yardley Estate Planning, LLC 9 years, 10 months May 2007 - Present
Yardley Wealth Managment, LLC 12 years, 2 months Jan 2005 - Present
Globalvalue Investors Inc. 4 years, 7 months Jul 2001 - Feb 2006

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 27, 2009
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 27, 2009
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Sept. 8, 2016
    • $67.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 95
      number of clients
    • $705.3K
      Estimated Average Account Balance Per Client

Yardley Wealth Management LLC

Last updated on Feb. 22, 2017
    • $79.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 398
      Accounts
    • $199.6K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.