Michael Joseph Garry
AIF®, CFP®Professional Summary
Michael Joseph Garry, AIF®, CFP® is a registered financial advisor currently at YARDLEY WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
Biography
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 and many other publications. As the Managing Member of Yardley Wealth Management, LLC, Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member of the Financial Planning Association (FPA). In addition, he is a NAPFA-registered Financial Advisor. Married for over 20 years, Michael and his wife have...
Other Aliases
There are no additional aliases reported.
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Current Firm
YARDLEY WEALTH MANAGEMENT LLC
Contact Information
Main Address
37 S. Main Street, Yardley, PA 19067Phone Number
(267) 573-1019# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
571AUM (Assets Under Management)
$231,589,312Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Primary Firm SEC Registration
YARDLEY WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(12/9/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Garry's CRS (Customer Relationship Summary).
Services Offered by Michael
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
Similar Advisors
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
