| Address: 41 University Drive Suite 400, Newtown, PA 18940 Phone: 267-573-1019 Toll free: 877-251-4393 Fax: 267-604-9164 mgarry@yardleyestate.net |
Michael J. Garry, CFP®, JD/MBA
As the Managing Attorney of Yardley Estate Planning, LLC and the Managing Member of Yardley Wealth
Management, LLC, Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member
of the National Association of Personal Financial Advisors (NAPFA) and a NAPFA-registered Financial
Advisor. In addition, he is a member of the Financial Planning Association (FPA) and the FPA’s Philadelphia
Tri-State Chapter.
Michael was featured in the Wall Street Journal in the December 13, 2010 edition of the paper. He was part
of its 2011 Advisor Roundtable and discussed working with clients and what to expect for 2011.
In the November issue of Philadelphia Magazine, Michael was named a 2010 FIVE STAR Wealth Manager(sm).
Recently Michael was interviewed about ways to save on taxes for the Good Day Philadelphia show on Fox
TV 29 in Philadelphia in case the tax cuts from 2001 and 2003 are allowed to expire. You can view the video of
Michael's interview with Jenn Fredrick here.
In the November issue of Money Magazine, Michael was quoted in a piece on gender differences in financial
planning and investing.
Michael is a frequent expert contributor to financial publications, and has been quoted in The Wall Street Journal,
Money Magazine, Kiplinger's, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor,
Financial Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, Investment News,
and other periodicals; he has written articles for The Bucks County Courier Times, Yardley News and Outlook
Magazine; and he writes a regular personal finance column in the Yardley Voice.
The Princeton Business Journal profiled Michael and the launching of Yardley Wealth Management.
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. He recently completed his 3-year term.
St. Mary's Medical Center has appointed Michael to serve on its Planned Giving Advisory Committee.
Michael serves as an Arbitrator for FINRA - Dispute Resolution. Arbitrators serve in panels and 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.
Michael 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.
Michael 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 legal 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 Yardley Wealth Management, LLC to better serve the needs of his clients.
At Yardley Wealth Management, Michael, a CERTIFIED FINANCIAL PLANNER TM practitioner applies his
experience, financial industry knowledge, and legal background to provide a seamless, thoughtful approach to wealth
management.
In February 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 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.
Married for 16 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 Philadelphia
and Marsh Creek Triathlons. He is currently training for the Ironman Pocono 70.3 Triathlon in October of 2011.
©2007-2011 Yardley Estate Planning, LLC. All rights reserved.
As the Managing Attorney of Yardley Estate Planning, LLC and the Managing Member of Yardley Wealth
Management, LLC, Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member
of the National Association of Personal Financial Advisors (NAPFA) and a NAPFA-registered Financial
Advisor. In addition, he is a member of the Financial Planning Association (FPA) and the FPA’s Philadelphia
Tri-State Chapter.
Michael was featured in the Wall Street Journal in the December 13, 2010 edition of the paper. He was part
of its 2011 Advisor Roundtable and discussed working with clients and what to expect for 2011.
In the November issue of Philadelphia Magazine, Michael was named a 2010 FIVE STAR Wealth Manager(sm).
Recently Michael was interviewed about ways to save on taxes for the Good Day Philadelphia show on Fox
TV 29 in Philadelphia in case the tax cuts from 2001 and 2003 are allowed to expire. You can view the video of
Michael's interview with Jenn Fredrick here.
In the November issue of Money Magazine, Michael was quoted in a piece on gender differences in financial
planning and investing.
Michael is a frequent expert contributor to financial publications, and has been quoted in The Wall Street Journal,
Money Magazine, Kiplinger's, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor,
Financial Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, Investment News,
and other periodicals; he has written articles for The Bucks County Courier Times, Yardley News and Outlook
Magazine; and he writes a regular personal finance column in the Yardley Voice.
The Princeton Business Journal profiled Michael and the launching of Yardley Wealth Management.
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. He recently completed his 3-year term.
St. Mary's Medical Center has appointed Michael to serve on its Planned Giving Advisory Committee.
Michael serves as an Arbitrator for FINRA - Dispute Resolution. Arbitrators serve in panels and 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.
Michael 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.
Michael 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 legal 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 Yardley Wealth Management, LLC to better serve the needs of his clients.
At Yardley Wealth Management, Michael, a CERTIFIED FINANCIAL PLANNER TM practitioner applies his
experience, financial industry knowledge, and legal background to provide a seamless, thoughtful approach to wealth
management.
In February 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 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.
Married for 16 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 Philadelphia
and Marsh Creek Triathlons. He is currently training for the Ironman Pocono 70.3 Triathlon in October of 2011.
©2007-2011 Yardley Estate Planning, LLC. All rights reserved.
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Michael J. Garry, CFP®, JD/MBA, owner of Yardley Estate Planning, LLC, is an
Estate Planning lawyer licensed in Pennsylvania and New Jersey whose practice
is based in Newtown, PA.
Estate Planning lawyer licensed in Pennsylvania and New Jersey whose practice
is based in Newtown, PA.