My wife and I are not exactly financially savvy, and have been looking for a financial advisor who would give us their expert advice, not just make the usual recommendations for where to invest, etc. We also needed estate planning services.We noticed Yardley Wealth Mgmt did both and was located nearby, so we made an appointment, slightly dreading it — money and death, I'm not sure which I'm less comfortable discussing..
We couldn't be happier we met Michael and his team at YWM. They are a truly refreshing group of people: obviously experts in their fields, but also genuine, warm, and empathetic. The level of communication has been great... read full review
March 2026
Have been working with Mike and his team for 2 years now and am very happy. Quick to respond to questions with thoughtful, considered responses & solid returns. Happy we switched to Yardley Wealth Mgmt.
March 2026
We would have given more stars if the option was available. For more than 14 years we have been associated with Mike and his team. Mike guided us through our retirement planning and the implementation of that plan. This has enabled us to have peace of mind knowing that our investments are being effectively managed. Mike and his team have helped us resolve other financial related issues resulting in positive outcomes. We highly recommend Yardley Wealth Management for your financial needs. Chuck & Barbara
My wife and I are not exactly financially savvy, and have been looking for a financial advisor who would give us their expert advice, not just make the usual recommendations for where to invest, etc. We also needed estate planning services.We noticed Yardley Wealth Mgmt did both and was located nearby, so we made an appointment, slightly dreading it — money and death, I'm not sure which I'm less comfortable discussing..
We couldn't be happier we met Michael and his team at YWM. They are a truly refreshing group of people: obviously experts in their fields, but also genuine, warm, and empathetic. The level of communication has been great... read full review
Have been working with Mike and his team for 2 years now and am very happy. Quick to respond to questions with thoughtful, considered responses & solid returns. Happy we switched to Yardley Wealth Mgmt.
We would have given more stars if the option was available.
For more than 14 years we have been associated with Mike and his team. Mike guided us through our retirement planning and the implementation of that plan. This has enabled us to have peace of mind knowing that our investments are being effectively managed.
Mike and his team have helped us resolve other financial related issues resulting in positive outcomes.
We highly recommend Yardley Wealth Management for your financial needs.
Chuck & Barbara