Michael J. Garry, Esq.

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 the relentless pursuit of excellence, in February of 2006, Michael founded Yardley Wealth Management, LLC, using his core principles to serve his clients better. Starting the firm has allowed Michael to consistently put your success at the forefront of everything he does. In May of 2007, Michael formed Yardley Estate Planning, LLC, to help clients with their estate planning needs.

Books

The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances

Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Extensively Quoted In

The Ney York Times, The Wall Street Journal, The 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 Michael Smerconish Show, The Marilu Henner Show, Armstrong Williams Show

Memberships

Michael is a member of the American Bar Association and the Section on Real Property, Trust and Estate Law.  

For more of Michael’s interviews and press appearances, click here

Personal Information

Michael was born and raised in the city of brotherly love, Philadelphia, Pennsylvania, and now resides in Yardley, Pennsylvania. He has been married to the love of his life, Rachel, for over 25 years. Together they share three beautiful daughters. Never to be one to sit on the sidelines, this proud father has coached his daughters’ Yardley Makefield Soccer (YMS), YMCA soccer, and basketball teams!

In life, Michael’s mantra is, “Anything is possible.” He believes in practicing both financial fitness and physical fitness. Michael has completed the 2018 IRONMAN Maryland, IRONMAN 70.3 Eagleman, IRONMAN 70.3 Atlantic City, the Philadelphia Marathon, the Philadelphia Distance Run, the Broad Street Run, the American Cancer Society Bike-a-thon, the Irish Pub’s Tour De Shore Charity Ride, and several more triathlons and races. He finished the Quakerman Half Triathlon, a 71-mile race (1.2-mile swim, 56.7-mile bike, and 13.1-mile run), winning the Clydesdale division.

Mindset and focus are the backbone of Michael’s Success

In episode #5 of the NAPFA’s Mindset Mastery podcast, listen in as Michael shares his story about building his independent financial advisory firm through sheer grit and determination.

He encourages us to sharpen our mental focus, especially during these trying times.