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Michael Garry (@MichaelJGarry) is the Managing Attorney, Founder and CEO of Yardley Wealth Management, LLC in Newtown, PA, who offers fee-only financial planning, investment management, and estate planning.
Michael holds a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, as well as a J.D. from Widener University School of Law, where he specialized in tax, securities, and estate planning. Michael Garry has dedicated his career to providing cutting-edge wealth management and financial education in order to spread financial security and peace of mind.
Michael grew his independent financial advisory firm from zero assets under management to over $100 million in assets under management (AUM).
Website: https://www.Yardleyestate.net
Website: https://www.Yardleyfas.net
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From an Attorney to a Financial Advisor | Clip From FAW #24
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This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
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