Michael J. Garry, CFP(R), 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. www.yardleywealth.net
Yardley Wealth Management is an independent, fee-only wealth management firm which tailors its investment and wealth management strategies around your unique objectives. We work for you - not a bank, brokerage firm or insurance company. With no products to sell, commissions to attain, or quotas to meet, you can be sure that every piece of advice you receive is in your interests. We are fiduciaries held to the principle that your goals and interests must come first.
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Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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Investment advisory services are offered through Yardley Wealth Management, which is registered as an investment adviser with PA and NJ and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.
