Yardley Wealth
Financial Planning + Retirement Planning + Investment Management

Our Services

 We’ll analyze all your information, & provide you with a specific, detailed plan telling you exactly what we think you should do.

Our Video Gallery

Explore what Yardley Wealth Management has to offer. See why Yardley Wealth is the perfect solution for your financial goals.

Schedule An Appointment Here

Interested In Becoming A Client? Schedule an appointment today and get started on your journey.

Help Opening a New Account

Feel free to reach out to us with any questions about our services. We love hearing from you! Yardley Wealth Management’s team is available to meet with you in your home, office or in our location.

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Our Services

Our Process

We start by helping you to identify your needs.  Tell us your goals and vision for your future, as well as your concerns.   We’ll analyze all of your information, and provide you with a specific, detailed plan telling you exactly what we think you should do.

Our Beliefs

We invest primarily in index funds and funds that are very much like index funds.  We don’t believe in market timing or stock selection or trying to beat the markets by guessing what will happen tomorrow.

Our Costs

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.

Our Book

Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it.

Visit our must-watch educational videos

our approach is authentic and straightforward watch Micheal Garry discuss how Yardley Wealth Management is the right choice to guide your financial journey forward.

A Personal Approach

Understanding your unique financial needs is where our financial advisors excel, by creating a personalized plan with highly competitive investment products and dedicated service, we empower clients to identify goals, but take consistent action toward achieving them.

In The Press

USA Today Article Yardley Wealth Management

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