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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-09-2005
- Office Locations
- 1
Office Locations
About Yardley Wealth Management LLC
Yardley Wealth Management is an SEC-registered RIA founded in 2005 by Michael J. Garry, serving retirees and business owners with financial and retirement planning, tax-efficient estate/legacy planning, and ongoing investment management. Portfolios are implemented primarily with ETFs (with some mutual funds), often custodied at Schwab or Fidelity; Garry is frequently quoted in outlets like The New York Times and The Wall Street Journal.
Team overview
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Owner & Executives
MAUREEN CELESTE DONAHUE
Principal | Financial Advisor
- CRD
- #6185503
- Ownership
- 5% but less than 10%
MICHAEL JOSEPH GARRY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #2026666
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Amy Willow Garry
Financial Advisor
- CRD
- #8015630
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,589,312 | $405,585 |
| Non-Discretionary | $0 | -- |
| Total | $231,589,312 | $405,585 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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