At Yardley Estate Planning, you’re not passed from department to department. Every plan is crafted and overseen by Michael J. Garry—an experienced estate planning attorney and CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience helping clients navigate life’s most complex financial and legal decisions.
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About Me
Let’s face it: estate planning can be confusing and overwhelming for many people. Between navigating complex legal documents, understanding tax implications, and knowing how to protect what you’ve worked so hard to build, it can be hard to know where to start. That is why I have dedicated my career to spreading peace of mind by providing comprehensive estate planning solutions and education. I have built my independent estate planning firm from the ground up, growing my team and helping countless families and individuals secure their legacies for generations to come.
I earned my B.S. and an MBA in Finance from Saint Joseph’s University, as well as a law degree (J.D.) from the Widener University School of Law with a concentration in tax, securities, and estate planning.
Michael began his career as an intern with the Pennsylvania Office of the Attorney General, and he was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney for two Philadelphia law firms before becoming a financial advisor. Michael honed his financial management skills by working with Merrill Lynch and then becoming vice-president and Chief Compliance Officer at Global Investment Management, overseeing a 25-year old Registered Investment Advisory firm’s operations and legal compliance.
In February of 2006, I founded Yardley Estate Planning, LLC, to put the needs of my clients at the forefront of everything we do. By applying my financial planning expertise, financial industry knowledge, and legal background, I aim to provide a seamless, thoughtful approach.
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Decades of Trusted Insight and Industry Recognition
Memberships
Member of the National Association of Personal Financial Advisors (NAPFA),
and the Financial Planning Association (FPA)
Extensively Quoted In
The Wall Street Journal, Chicago Tribune, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com,CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals.
Appearances On
Kent Smetters Business Radio Show on SiriusXM,The Marilu Henner Show, Armstrong Williams Show
Success fades. Legacy lasts. I focus on what truly endures.
I was born and raised in the city of brotherly love, Philadelphia, Pennsylvania, but for over 20 years now, I have lived in Yardley, Pennsylvania. I’ve been married to the love of my life, Rachel, for over 30 years. Together we have three beautiful daughters, and two chocolate labs!
My mantra in life is “Anything is possible,” and I strive to live that out both physically and mentally. I’ve completed the 2018 IRONMAN Maryland, several IRONMAN 70.3 races, the Philadelphia Marathon, the Broad Street Run, and the Ben to the Shore Bike Tour (a charity ride supporting the Families Behind the Badge Children’s Foundation), among many other races. I even finished first in the Clydesdale division of the Quakerman Half Triathlon, a 71-mile race consisting of a 1.2-mile swim, 56.7-mile bike ride, and 13.1-mile run! To strengthen my mind as well as my body, I make time to read every day, with favorites including To Kill a Mockingbird by Harper Lee and Jailbird by Kurt Vonnegut.