About My Practice
Whether you are concerned with managing your retirement, or are just starting to accumulate wealth, Yardley Wealth Management is prepared to help you identify and meet your needs for the future. We will work with you to clarify your goals.
Once your goals have been defined, we will build an investment portfolio around them. An array of mutual funds, including those from Dimensional Fund Advisors (DFA) and Vanguard, and iShares Exchange-Traded Funds (ETFs) from Barclays, will be used to construct your portfolio, and an asset allocation unique to your life will be put in place. As the market fluctuates, your investment portfolio will be continually reviewed to ensure that it stays aligned with your financial targets.
Since we are independent, and fee-only, we have no products to sell you except our advice. That means if you do need a financial product, like a mortgage or insurance, we can guide you through your purchase decision, and act as your advocate to help make sure you buy the right product for your needs. We will not try to sell any products to you, and never have a financial interest in doing so. We never pay or receive referral fees, and we never make commissions. Never. Our only source of revenues is fees paid by our clients.
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, Advisor, and many other periodicals.
Married for 19 years, Michael and his wife have three daughters. He has been a YMS and YMCA soccer coach for his daughters' teams and a YMCA basketball coach. Michael has completed the Philadelphia Marathon and several sprint and Olympic Triathlons. In 2011 he won the Clydesdale (over 200 lbs.) division of the Quakerman 71 mile triathlon.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
- Other - MBA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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