Yardley Wealth Management LLC
Yardley Wealth Management LLC (CRD# 134311) is a financial advisory firm headquartered in Yardley, PA. They manage $147,174,738 in 489 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management147MILLION
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Total Number of Accounts489ACCOUNTS
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Average Account Value$300,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY, PA
Maureen Donahue (CRD# 6185503) is an Investment Advisor Representative working at Yardley Wealth Management LLC in Yardley, PA and has over 9 years of experience in the finance industry.
Michael Garry (CRD# 2026666) is an Investment Advisor Representative working at Yardley Wealth Management LLC in Newtown, PA and has over 19 years of experience in the finance industry. Michael Garry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.