Yardley Wealth Management, LLC

Yardley Wealth Management has been managing my portfolio for over 10 years. It has been a wonderful relationship from the start. Michael Garry and his team are excellent! They are always very knowledgeable, competent, honest, and pleasant to work with. It is a pleasure to be associated with such a wonderful team and to be working with such a professional organization. I know my account is in good hands at all times. If you are looking for a financial management company to handle your financial needs, retir

I have been with Yardley Wealth Management for over 15 years. Mike Garry and his team are the BEST!! They are knowledgeable, very helpful and very responsive. Mike regularly sends out helpful information throughout the year. Mike and his team are very good managing my portfolio. Their guidance is always very instrumental in my decision making. I would highly recommend Yardley Wealth Management.

I met Michael and his team two years ago pursuing the advice of a colleague. I came to meet the team in Yardley. It was a very pedagogic, instructive meeting. Several options have been proposed for the management of my case. I have been given the time that I needed to make my own decisions without getting telephone calls to urge a decision or to influence it one or other way. Today Michael and his team manage my file with very satisfactory results and with very comprehensive explanations and responses every

I don't know what I would have done without Mike and his team. They all worked professionally, efficiently and kindly while guiding me through the estate process when my mother passed away. This was over 10 years ago! The office's continued financial expertise and opinions as our family's financial advisor has been on point for our personal financial goals. We have worked with them as a team on a regular basis. Mike, Sandra, and Maureen never fail to answer a question, return a phone call or email within a

I so value my relationship with Mike and his wonderful staff. As a retired educator, I cannot claim to have had the knowledge necessary to manage my investments. Michael has been so patient in clarifying my investments. I am confident that any question or concern I express to him are addressed in a way that clarifies and reassures without judgement. I trust him completely, not only because of his expertise and professionalism, but also because he takes time to meet with me, to listen, and engage on a person

I have been a client for nearly 11 years and have never experienced such a positive relationship with a financial advisor. Mike and his staff always provide very thorough advice in a timely manner. Most importantly, they have taken the time to understand my life beyond the financial aspects: my family and their needs, my lifestyle, and my hopes and dreams for the future. Also, due to his background in law, he helped prepare wills and other important documents. I recommend Yardley Wealth Management wit

I'm so glad I moved my finances to Yardley! Mike and his team are cheerful and smart. I feel well-guided and supported. They answer my questions promptly and confidently. Every time we interact, I'm grateful for such a clever crew, working on my behalf.

Michael and his team have been handling my investments for over 20 years. His approach including having access to dimensional funds is what initially attracted me. Since then, Michael has become a trusted advisor on financial planning, estate planning and financial advice. I can recommend Yardley Wealth without any reservations.

With most financial companies not wanting to start with us because we didn't start with a lot of money, Michael Garry was open to give us a chance. He has given us much advice and has seen our account more than triple since we started 11 years ago. , With his down to earth advice and his book and pod casts , we have learned much about financial risk and rewards. I would recommend his service to anyone in the market for safe and effective advice in the financial field.

Maybe his business has changed, but 6 years ago after being one of his first clients, Mike failed to fulfill the responsibilities of s CFP. This left me exposed to almost $200k in taxes due to failing to communicate with the estate person he recommended and worked with in settling my mothers estate. Turns out i dont owe anywhere near that but i have spent thousands in accountants fees to clean up the mess, such that i am now owed thousands from the IRS that i may never see. I never heard so much as an apol

Having retired from the wealth management business earlier this year, choosing a firm to manage our financial affairs was something I took very seriously. After just one meeting with Mike and his team, my husband and I made the decision to work with YWM. It has been a very rewarding relationship thus far. Mike, Maureen and the rest of the team always provide excellent service, are professional and friendly and a pleasure to work with. We highly recommend them.

Mike and his team have expertly managed our savings for 10 years. Excellent communication, even across international time zones, and a very professional service. Highly recommended.

After having dealt with an advisor who did not communicate and failed to abide by our wishes, resulting in limited, if any growth, we were given Michael Garry and Yardley Wealth Management as a group to review and consider.. One meeting with Michael was all it took to move our accounts over. We have been with Yardley Wealth Management for quite a few years now, and have not regretted our decision. Their management of our portfolio, which is evident from its growth over the years, along with their accessibil

I have been working with Mike and his staff for a few years. They are very professional, attentive and knowledgeable. They respond to messages and questions promptly, thoroughly and with expert advice, great respect and patience.

Yardley Wealth Management has done an excellent job managing my family's finances for well over a decade. Mike and his team are extremely trustworthy, capable, responsive, and all we could ask for in a financial advisor. We recently engaged YWM to revisit our estate plan for our growing family, and Mike guided us through every step of the process. I cannot recommend Mike and his team enough!

I've been a client of Yardley Wealth Management nearly 5 years. Mike Geary and Sandra Austin helped me financially successfully navigate several life altering changes in my circumstances. From initial transferring and investing my retirement benefit during COVID (!) to navigating financial repercussions and challenges of being widowed. Every question I had on every call, email and in person were immediately answered. Once they knew my changing circumstances they advised me of best course of action and upc

Mike is the 3rd advisor we have worked with. The first "fee-only" planner tried to sell us an annuity that paid him a high commission. The second died without revealing he had a terminal illness. Mike is very much alive, unbiased, and offers independent advice and recommendations. Conversations with Mike are never about one fund versus another. We talk about how we can support our family, reach near and long-term goals, and more recently, navigate retirement. We would never make an important life decision

I am so pleased with Yardley Wealth. I have spent years not moving forward on what I knew had to be done to have peace of mind. Yardley Wealth has an incredible staff! They are knowledgeable, patient, did I say knowledge? Without a doubt!! They work as a team, never make you feel stupid, and will explain everything step by step, and if needed do it again. I go into this new year with confidence that my affairs are in order. Please give a call to Mike. You will not regret it. Mike is a Professional! He will

My wife and I have been clients of Yardley Wealth Management since 2013. Mike Garry laid out advisory plans and goals for us and we receive periodic reviews to track progress and allocations (which even go smoothly via video conferences since we relocated to Florida!). Mike and the staff are friendly, warm, and professional, providing personalized service. They also manage required minimum distributions (RMDs) for us. We have trust and confidence in the YWM team, and even recommended them to a relative

For the last twelve years my sister, Rosemary Tierney, has relied on the sage advice of Michael Garry, CEO of Yardley Wealth Management. She has asked my assistance in submitting this review. During this period, Michael has aided her in making financial decisions through his key investment advice and guided her in maintaining a healthy investment portfolio. Michael's advice has been key in helping her to determine what needed to be done during a sometimes volatile climate. His credentials and expertise are

When we decided we needed a financial advisor, we received a recommendation from a friend for Yardley Wealth Management, and we have had a great relationship with them since the beginning. Mike Garry and his team helped us consolidate our various investments, provided estate planning, and continue to manage our investments and financial needs. We think they do a great job and are very pleased with their services. They are knowledgeable, professional, accessible - Mike has always been available to meet, is

When I wanted to find a financial advisor I went to my trusted accountant of over 30 years who immediately recommended Yardley Wealth Management and Mike Garry. Mike and his team helped us create a financial plan, consolidate our investments, and make financial decisions for life events such as college and weddings. Furthermore they have helped our children who are now young adults do the same. Mike and his team are always responsive, available for calls, and give sage advice. I know my husband and I are in

I'm so happy with this company! Mike and his smart, friendly staff?lots of women!!?made me feel at home immediately. My confidence in all of them has grown from there. In fact, my daughter and her husband have joined me as clients of YWM and are as pleased with the capabilities, services and personalities as I am. Knowledgeable, confident, open and approachable, quick with responses to every question and concern. Mike?s also an attorney, which enriches his background?it's great to have all that experience a

Mike and staff are amazing! So knowledgeable, always willing to share and educate. Mike is authentic, down to earth, as well as patient in translating financial information into easy to understand terms. Since handing over my finances to Mike, my mind is at ease knowing he's looking out for my best interests. Thanks, Mike! So glad I was listening when you were the guest financial expert on Wharton Business radio several years ago..

My wife and I have been clients of Michael Garry and the Yardley Wealth Management Team since 2012. He has handled our financial needs well and seamlessly and is always extremely professional as is the entire Team. His advice and knowledge of our vision and current trends are proof to us that we have chosen wisely with Michael as our financial advisor. We are always happy to recommend him to friends and family in need of advice, and his books and you tube guidance have been helpful tools in general for n

My wife and I have been working with Michael and his staff at Yardley Wealth Management since they started in 2006. Michael?s advice has helped us in so many ways. From setting up 529?s for our children, helping us develop wills, retirement planning and making dreams come true. Michael is always professional, down to earth and responsive. He does an excellent job explaining everything and provides examples that you can relate you. He understands what your wishes are and provides the correct advice for

We read Mike's book in 2015, regarding choosing a financial planner. We agreed with all of his points about hiring a fiduciary Certified Financial Planner, then were fortunate to discover that his office was local to us which was an added plus! Our previous experience was with a firm that continually explained why he wasn't hitting benchmarks! We met with Mike and felt very comfortable with him managing our assets. We have worked with Mike since 2016 and have always found him to be professional, personabl

I highly recommend Yardley Wealth Management. Mike transformed my previous advisor's fee heavy portfolio into one that kept my best interests in mind. Mike is easy to talk to and takes the time to explain complicated information. Plus, Mike and his team show concern for me as a person. I trust Yardley Wealth Management with my finances.

Thank you to Michael and his team for his continued guidance and partnering over many years. Michael has been able to provide customized direction based on our entire financial/personal picture. He keeps current on all industry issues and his background in Law also provides him unique knowledge and expertise. The team has always been very responsive and attentive to all of our needs/questions. I can say with 100% confidence that we are getting first class service with our absolute best interests at hear

I am extemely satisfied with my experience at Yardley Wealth Management. Mike, Karen and Maureen made the process of creating a finanical plan and investment process easier than I could have ever imagined. Me and my husband met with them multiple times and left with a very clear finanical picture, saving and investment plan to reach our goals, and also got our estate planning in order. Incredibley friendly, family like atmosphere, extremely organized and excellent communication. I'm very thankful I chose

Mike and his team are extremely thorough, focused, and interested in your goals and objectives. No sales or pressure at all, simply recommendations which we appreciate. We have used YWM for financial planning, trust and estate planning and continue to recommend them to our friends.

Following a couple of life-changing events two years ago, Mike and his team were recommended to me by one of my siblings and spouse. Since then, with YWM's complete hands-on-guidance, my financial future is in a much better place. Super team to work with and I am beyond grateful for the peace of mind that comes along with working with them !

We've been working with Mike, Sandra, Maureen, and the rest of the YWM team closely over the last few years as we have navigated an inheritance, a home purchase, and the birth of our first child. The entire team has helped us with a very clear picture of our current financial situation and supported with deep scenario planning to ensure that we are set up well for the future. There are so many hidden tax or other ramifications of financial decisions that are not always apparent, and the YWM team has the exp

My husband and I have been working with Mike at Yardley Wealth Management for about 10 years and find him to always be very friendly, professional and extremely helpful with all our retirement and financial needs. Unlike commission-based financial planners where you don't necessarily know if their advice is in your best interests or theirs, there is no conflict of interest with Mike. He is a trusted fiduciary who has gone above and beyond for us time and time again. He is down to earth and doesn't speak in

Michael truly cares about his clients and it comes through in every interaction. He listens to understand your unique needs and objectives, and tailors his advice to ensure he is addressing your concerns and serving your best interest. He is patient and empathetic in explaining complicated concepts so that they are easy to understand and give you confidence in your plans. It has given me great peace of mind to know I can place my trust in him and his capable team. If you are looking for a financial plann

We have been loyal customers of Yardley Wealth Management since 2018. Because of the expert financial and legal advice we have received our assets have dramatically improved. We are now both retired, and living very comfortably under an expense formula that they helped us create. Mike Garry and his great staff have been with us all the way. Joining their group was a life-changing decision for us.

I met Mike Garry at Yardley Wealth Management (YWM) through my Accountant, about 10 years ago. YWM is a fiduciary financial advisor firm that works closely with me to tailor my portfolio to my particular situation and needs. They actively manage my accounts, so the portfolio continuously change, following my life situation and future needs. Mike Garry and his Team are very professional and great, friendly people to work with. They, and I mean all of them, are very prompt and diligent to help you. They an

Yardley Wealth Management has proved to be a very competent and professional organization to my husband and I. They make themselves available, listen to our needs, and follow through quickly and transparently. I feel confident putting my future in their hands. As a side note, everyone in the office is approachable and dependable. You won't be sorry!

My family and I became a client of Mike's when he first started the business back in 2006. Mike and his team do an excellent job explaining their retirement investment strategy and estate planning documents in an easy to understand fashion for someone like myself not in the same business. I appreciate all the stress he has taken out of my family's life in pulling our assets together and managing them for us. TRUST is the most important part of any relationship, and I wouldn't trust my assets with anyone

My wife and I are longtime clients of Yardley Wealth. Mike and his team do a fantastic job of managing our investments. Over the years, Mike has given us advice on setting ourselves up for the future, including retirement, business and personal taxes, setting up 529?s for our sons, and more. Yardley Wealth helped us navigate the economic downturn of the late 00?s when everyone else around us was losing their heads. Even during the past 6 months when the economy has been rocky, Yardley Wealth has been th

My wife and I have been with Mike Garry and the YWM team for several years. They helped us consolidate our highly varied and unmanaged investment accounts into a single user-friendly portfolio that they actively manage according to our changing needs. We feel extremely safe, comfortable, and trusting of the YWM team.

My wife and I have used Mike's services for 15 years and have used both financial and legal services. We have been very happy for his attentiveness and professionalism. I would not hesitate to recommend him to anyone who is in need of a financial advisor. He has been very thorough and accessible.

During a time where my partner and I needed guidance most, Mike Garry and his team at Yardley Wealth Management, LLC were there. Mike has helped us navigate a very scary cancer diagnosis and everything that comes along with it. We look forward to a lifelong partnership with Mike. Thank you.

I would give more than five stars, if I could. Ignore the troll - we've been with Yardley Wealth Management since before we had any type of wealth to manage, and it's the single best financial decision we've ever made. Mike demystifies some dense subject matter with the greatest of ease, and treats you like family. He and his team super personable, always responsive, and ready with sound advice whenever you need it. Don't expect him to make you rich quickly; anyone promising this is a financial quack, a

Susan and I have worked with Mike since he began his business many years ago. He has been a constant as we built our financial future, and we are grateful for his sound and practical advice. Our adult children are now working with him!

Mike and his team are highly competent and have deep expertise in helping clients tailor a portfolio that makes sense for them. They use a data driven approach and are very responsive. They are also calm and thoughtful when the market is in turmoil.

What means the most to me about working with Mike Garry and the team at Yardley Wealth Management is their availability when I need them, even when it is just a simple question or seeking some advice. I no longer live in the United States, so it often means arranging phone calls across time zones. Everyone at Yardley is kind, extremely patient (believe me, I have tested it with my slowness to grasp some things), and responsive. I literally can't imagine managing without them.

My wife and I have been with YWM since my retirement in January, 2008. Mike and his staff have been very professional in handling our investments. They have been responsive to our questions and their advice has proven accurate these last 14 years.

I've been working with Mike for more than a decade and would recommend him without reservation. He and his amazing team have given me expert guidance on matters big and small. I'm grateful to have consistently responsive, trustworthy, kind, and professional people on my side.

I've been working with Mike and the team for many years now and value their financial expertise, guidance, and financial management. They go above and beyond in working with my personal situation, and are always responsive and collaborative for any questions I bring up. I highly recommend them.

Great team at Yardley Wealth Management. Recommend Michael and his team to all of our friends and family. They respond both quickly and honestly. Give them a try. You won't be sorry.

I have never known a more trustworthy and capable staff then that of Yardley Wealth Management. They always respond in a timely manner and are extremely helpful and respectful. Highly recommend.

Great team. Friendly and informative. Great communication. They do a great job! They have expertise in what they do. Highly recommend!

Friendly, professional staff, and atmosphere! Very attentive to all my requests and needs. They have gone above and beyond on a handful of occasions.

After these many years, I continue to be able to rely on them for their knowledge, timeliness and respect.

Grossly unprofessional and even outright rude. I only give one star because I can't give zero.