| Yardley Wealth Management, LLC 41 University Drive, Suite 400 Newtown, PA 18940 Phone (267) 573-1019 Toll free (877) 251-4393 Fax (267) 604-9164 mgarry@yardleywealth.net www.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.
Michael is a member of the Lower Bucks County Chamber of
Commerce, the Saint Joseph’s University law and MBA alumni
chapters and American Mensa.
The Princeton Business Journal profiled Michael and the launching of
Yardley Wealth Management.
Michael is a frequent expert contributor to financial publications, and
has been quoted in BusinessWeek.com, Consumer Reports Money
Advisor, Financial Advisor, Investment News, 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 serves as an Arbitrator for FINRA - Dispute Resolution where
as part of a panel of Arbitrators he hears and decides 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 14 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.
©2009 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.
Michael is a member of the Lower Bucks County Chamber of
Commerce, the Saint Joseph’s University law and MBA alumni
chapters and American Mensa.
The Princeton Business Journal profiled Michael and the launching of
Yardley Wealth Management.
Michael is a frequent expert contributor to financial publications, and
has been quoted in BusinessWeek.com, Consumer Reports Money
Advisor, Financial Advisor, Investment News, 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 serves as an Arbitrator for FINRA - Dispute Resolution where
as part of a panel of Arbitrators he hears and decides 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 14 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.
©2009 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.
