Yardley Wealth Management LLC
Yardley Wealth Management LLC (CRD# 134311) is a financial advisory firm headquartered in , . They manage $67,193,005 in 391 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management67MILLION
Total Number of Accounts391ACCOUNTS
Average Account Value$171,849
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Garry (CRD# 2026666) is an Investment Advisor Representative working at Yardley Wealth Management LLC in Bensalem, 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 put clients' interests first and comply with the Financial Planning Practice Standards.