Yardley Wealth Management LLC

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Client assets under management

$231,589,312

Clients

169

54% high-net-worth

Advisors

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,370,351

About

Yardley Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities, providing primarily discretionary portfolio management focused on mutual funds and ETFs while maintaining legacy financial planning relationships. The firm constructs and continuously supervises client portfolios and offers firm-developed model portfolios intended for varying risk tolerances.

Investment advice is customized to each client’s objectives and implemented with discretionary authority; the firm cites use of diversification and modern portfolio theory and may employ both long- and short-term purchase strategies and cash management techniques. The brochure discloses that Yardley uses technology, including AI tools, to draft marketing materials and transcribe client meetings, but states it does not use AI to make investment decisions.

A distinctive aspect of the firm is its affiliation with a separate estate planning legal practice operated by the firm’s founder, with legal services offered independently of advisory services and no obligation for clients to use both. The brochure also notes marketing and business-development practices that are less common among peers, including the use of client testimonials and third‑party ratings in advertising and the payment of referral fees to outside solicitors.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing

Fee options

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually

Other

Account minimum: $500,000

Main office location

Yardley Wealth Management LLC

37 S. Main Street

Yardley PA 19067, United States

Number of offices

Most active in

Florida · New Jersey · New York · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 267-573-1019

Advisors at this firm

Maureen D

CFP®, Series 63, Series 66

Yardley, PA

Yardley Wealth Management LLC

Maureen Donahue is a CFP® with 11 years of experience in the financial industry. She is currently with Yardley Wealth Management LLC and has previously worked at Rockwood Wealth Management and Wells Fargo Advisors. Yardley Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, charitable organizations, and business entities. The firm provides discretionary portfolio management focused on mutual funds and ETFs, customizes investment advice to client objectives, and employs diversification and modern portfolio theory in its strategies.

Wealth management Passive / index investing

Michael G

CFP®, Series 66

Yardley, PA

Yardley Wealth Management LLC

Michael Garry is a CFP® and holds a Series 66 license, with 22 years of industry experience. He is a managing member and attorney for Yardley Estate Planning, LLC, where he provides legal services related to wealth transfer. Garry has been with Yardley Wealth Management LLC since 2005. Yardley Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management using mutual funds and ETFs, employing customized investment advice and model portfolios tailored to varying risk tolerances.

Wealth management Passive / index investing

Amy G

Series 65

Yardley, PA

Yardley Wealth Management LLC

Amy Garry is a financial advisor at Yardley Wealth Management LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, she held positions at the University of Pennsylvania and Penn State University in various administrative and educational roles. Yardley Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides primarily discretionary portfolio management focused on mutual funds and ETFs, offering customized investment advice and model portfolios designed for different risk tolerances.

Wealth management Passive / index investing

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