Yardley Estate Planning, LLC
Michael J. Garry, CFP®, JD/MBA
Michael J. Garry earned a B.S. in Finance and an MBA in
Finance from Saint Joseph’s University, and a law degree
(JD) from the Widener University School of Law, where he
concentrated in tax, securities, and estate planning.
He began his career as an intern with the Pennsylvania Office
of the Attorney General and was admitted to the Pennsylvania
and New Jersey State Bars. Michael served as a practicing
attorney at two Philadelphia law firms.
Expanding his career horizons, Michael moved to Merrill
Lynch & Co. where as a financial advisor, he developed
broad-based financial plans that encompassed high net-worth
clients’ insurance, tax, investment, retirement, and estate
planning needs.
Later, Michael joined Global Investment Management, where
as Vice-President and Chief Compliance Officer he oversaw
the 25-year old Registered Investment Advisory firm’s
operations and compliance. He also developed and monitored
the implementation of appropriate investment policies and
advanced wealth planning techniques to address clients’
financial objectives.
In February of 2006, Michael formed his own independent,
fee-only, Registered Investment Advisory firm, Yardley
Wealth Management, LLC to better serve the needs of his
clients. At Yardley Wealth Management, Michael, a
CERTIFIED FINANCIAL PLANNER™ practitioner applies
his experience, finance industry knowledge, and legal
background to provide his clients with a seamless, thoughtful
approach to wealth management.
As the Managing Member of Yardley Wealth Management,
Michael is a member of the Financial Planning Association
(FPA) and the FPA’s Philadelphia Tri-State Chapter. In
addition, he is a member of the National Association of
Personal Financial Advisers (NAPFA) and a NAPFA-
registered Financial Advisor. Michael is a member of the
Lower Bucks County Chamber of Commerce, Saint Joseph’s
University law and MBA alumni chapters, and a former
member of American Mensa.
The Princeton Business Journal profiled Michael and the
launching of Yardley Wealth Management. Michael is a
frequent expert contributor to financial publications, and has
been quoted in Kiplinger’s, BusinessWeek.com, Consumer
Reports Money Advisor, Financial Advisor, Investment
News, and other periodicals; he has written articles for the
Bucks County Courier Times and Outlook Magazine; and he
writes a regular personal finance column in The Yardley
Voice.
In the Spring of 2007 Michael formed a law firm, Yardley
Estate Planning, LLC to work in conjunction with his wealth
management firm and provide Estate Planning services to
Pennsylvania and New Jersey residents. Yardley Estate
Planning, LLC is a law firm dedicated exclusively to Estate
Planning, which includes planning for and addressing legacy,
inheritance, and tax issues; and drafting wills, trusts, living
wills, powers of attorney, and other Estate Planning tools and
documents.
The Lower Makefield Township Supervisors appointed
Michael to serve on its Citizens Budget Advisory Committee,
which researches and discusses budget and tax policy and
makes recommendations to the Township Board of
Supervisors. Michael has recently finished serving a three
year term.
Michael serves as an Arbitrator for FINRA - Dispute
Resolution. Arbitrators hear and decide cases involving
disputes between securities firms, their employees, and/or the
public.
Michael has also served several times as a judge for the
Financial Frontiers Awards presented annually by the
Financial Planning Association. The Financial Frontier
Awards are held to promote advanced research on wealth
management and financial planning topics to provide ground-
breaking ideas and practical solutions to financial planning
professionals.
Married for 15 years, Michael and his wife have three
daughters. He has coached several of his daughters’ Yardley-
Makefield Soccer (YMS), and YMCA soccer and basketball
teams, and he has completed the Philadelphia Marathon, the
Philadelphia Distance Run, the Broad Street Run, the
American Cancer Society Bike-a-thon, and the Marsh Creek
and Philadelphia Triathlons.
Michael J. Garry earned a B.S. in Finance and an MBA in
Finance from Saint Joseph’s University, and a law degree
(JD) from the Widener University School of Law, where he
concentrated in tax, securities, and estate planning.
He began his career as an intern with the Pennsylvania Office
of the Attorney General and was admitted to the Pennsylvania
and New Jersey State Bars. Michael served as a practicing
attorney at two Philadelphia law firms.
Expanding his career horizons, Michael moved to Merrill
Lynch & Co. where as a financial advisor, he developed
broad-based financial plans that encompassed high net-worth
clients’ insurance, tax, investment, retirement, and estate
planning needs.
Later, Michael joined Global Investment Management, where
as Vice-President and Chief Compliance Officer he oversaw
the 25-year old Registered Investment Advisory firm’s
operations and compliance. He also developed and monitored
the implementation of appropriate investment policies and
advanced wealth planning techniques to address clients’
financial objectives.
In February of 2006, Michael formed his own independent,
fee-only, Registered Investment Advisory firm, Yardley
Wealth Management, LLC to better serve the needs of his
clients. At Yardley Wealth Management, Michael, a
CERTIFIED FINANCIAL PLANNER™ practitioner applies
his experience, finance industry knowledge, and legal
background to provide his clients with a seamless, thoughtful
approach to wealth management.
As the Managing Member of Yardley Wealth Management,
Michael is a member of the Financial Planning Association
(FPA) and the FPA’s Philadelphia Tri-State Chapter. In
addition, he is a member of the National Association of
Personal Financial Advisers (NAPFA) and a NAPFA-
registered Financial Advisor. Michael is a member of the
Lower Bucks County Chamber of Commerce, Saint Joseph’s
University law and MBA alumni chapters, and a former
member of American Mensa.
The Princeton Business Journal profiled Michael and the
launching of Yardley Wealth Management. Michael is a
frequent expert contributor to financial publications, and has
been quoted in Kiplinger’s, BusinessWeek.com, Consumer
Reports Money Advisor, Financial Advisor, Investment
News, and other periodicals; he has written articles for the
Bucks County Courier Times and Outlook Magazine; and he
writes a regular personal finance column in The Yardley
Voice.
In the Spring of 2007 Michael formed a law firm, Yardley
Estate Planning, LLC to work in conjunction with his wealth
management firm and provide Estate Planning services to
Pennsylvania and New Jersey residents. Yardley Estate
Planning, LLC is a law firm dedicated exclusively to Estate
Planning, which includes planning for and addressing legacy,
inheritance, and tax issues; and drafting wills, trusts, living
wills, powers of attorney, and other Estate Planning tools and
documents.
The Lower Makefield Township Supervisors appointed
Michael to serve on its Citizens Budget Advisory Committee,
which researches and discusses budget and tax policy and
makes recommendations to the Township Board of
Supervisors. Michael has recently finished serving a three
year term.
Michael serves as an Arbitrator for FINRA - Dispute
Resolution. Arbitrators hear and decide cases involving
disputes between securities firms, their employees, and/or the
public.
Michael has also served several times as a judge for the
Financial Frontiers Awards presented annually by the
Financial Planning Association. The Financial Frontier
Awards are held to promote advanced research on wealth
management and financial planning topics to provide ground-
breaking ideas and practical solutions to financial planning
professionals.
Married for 15 years, Michael and his wife have three
daughters. He has coached several of his daughters’ Yardley-
Makefield Soccer (YMS), and YMCA soccer and basketball
teams, and he has completed the Philadelphia Marathon, the
Philadelphia Distance Run, the Broad Street Run, the
American Cancer Society Bike-a-thon, and the Marsh Creek
and Philadelphia Triathlons.
| Yardley Estate Planning, LLC 41 University Drive, Suite 400 Newtown, PA 18940 Phone (267) 573-1019 Toll free (877) 251-4393 Fax (267) 604-9164 mgarry@yardleyestate.net www.yardleyestate.net |
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