| Address: 41 University Drive Suite 400, Newtown, PA 1894 Phone: 267-573-1019 Toll free: 877-251-4393 Fax: 267-604-9164 mgarry@yardleywealth.net |
Michael J. Garry, CFP®, JD/MBA
Michael Garry 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.
He 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.
As the Managing Member of Yardley Wealth Management, LLC, Michael Garry is a CERTIFIED FINANCIAL
PLANNER™ practitioner, and a member of the Financial Planning Association (FPA) and the FPA’s Philadelphia Tri-
State Chapter. In addition, he is a member of the National Association of Personal Financial Advisors (NAPFA) and a
NAPFA-registered Financial Advisor.
In February of 2006, The Princeton Business Journal profiled Michael and the launching of Yardley Wealth
Management.
Recently Michael was interviewed about taxes for the Good Day Philadelphia show on Fox TV 29 in Philadelphia.
Michael is a frequent expert contributor to financial publications, and has been quoted in Money Magazine,
BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Financial Advisor, Investment News, The
Bucks County Courier Times, 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.
The Lower Makefield Township Supervisors have appointed Michael to serve on its Citizens Budget Advisory
Committee, which researches and discusses budget and tax policy and makes recommendations to the Township Board
of Supervisors. He recently completed his 3-year term.
He serves as an Arbitrator for FINRA - Dispute Resolution. Arbitrators sit as part of a panel and hear and decide
cases involving disputes between securities firms, their employees, and/or the public.
Michael has also served several times as a judge for the Financial Frontiers Awards presented annually by the Financial
Planning Association. The Financial Frontier Awards are held to promote advanced research on wealth management
and financial planning topics to provide ground-breaking ideas and practical solutions to financial planning professionals.
Married for 16 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.
©2010 Yardley Wealth Management, LLC. All rights reserved.
Michael Garry 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.
He 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.
As the Managing Member of Yardley Wealth Management, LLC, Michael Garry is a CERTIFIED FINANCIAL
PLANNER™ practitioner, and a member of the Financial Planning Association (FPA) and the FPA’s Philadelphia Tri-
State Chapter. In addition, he is a member of the National Association of Personal Financial Advisors (NAPFA) and a
NAPFA-registered Financial Advisor.
In February of 2006, The Princeton Business Journal profiled Michael and the launching of Yardley Wealth
Management.
Recently Michael was interviewed about taxes for the Good Day Philadelphia show on Fox TV 29 in Philadelphia.
Michael is a frequent expert contributor to financial publications, and has been quoted in Money Magazine,
BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Financial Advisor, Investment News, The
Bucks County Courier Times, 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.
The Lower Makefield Township Supervisors have appointed Michael to serve on its Citizens Budget Advisory
Committee, which researches and discusses budget and tax policy and makes recommendations to the Township Board
of Supervisors. He recently completed his 3-year term.
He serves as an Arbitrator for FINRA - Dispute Resolution. Arbitrators sit as part of a panel and hear and decide
cases involving disputes between securities firms, their employees, and/or the public.
Michael has also served several times as a judge for the Financial Frontiers Awards presented annually by the Financial
Planning Association. The Financial Frontier Awards are held to promote advanced research on wealth management
and financial planning topics to provide ground-breaking ideas and practical solutions to financial planning professionals.
Married for 16 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.
©2010 Yardley Wealth Management, LLC. All rights reserved.
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Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC,
is an independent Financial Advisor who provides Fee-Only financial planning
services and investment management in Newtown, PA.
