Yardley Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
Account minimum: $500,000
Main office
37 S. Main Street
Yardley PA 19067
Advisors at this office
3
Most active in
Florida · New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Maureen D
CFP®, Series 63, Series 66
Yardley, PA
Yardley Wealth Management LLC
Maureen Donahue is a CFP® with 12 years of industry experience. She is currently with Yardley Wealth Management LLC and 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, estates, charitable organizations, and business entities. The firm provides primarily discretionary portfolio management focused on mutual funds and ETFs, using customized investment advice based on client objectives and employing diversification and modern portfolio theory.
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.
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.
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