Ep70: From Lawyer to Financial Advisor with Yardley Wealth Management

Michael Garry is the founder and CEO of Yardley Wealth Management and a certified financial planner. Michael earned a B.S. and an MBA in Finance from Saint Joseph’s University and a law degree (J.D.) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning. Michael began his career as an intern with the Pennsylvania Office of the Attorney General, and he was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney for two Philadelphia law firms before becoming a financial advisor. Michael honed his financial management skills by working with Merrill Lynch and then becoming vice president and Chief Compliance Officer at Global Investment Management, overseeing a 25-year-old Registered Investment Advisory firm’s operations and legal compliance. Listen to this insightful RIA episode with Michael Garry about transitioning from the practice of law to financial advising. Here is what to expect on this week’s show: - What inspired Mike to leave the practice of law and become a financial advisor - Who an ideal client is for a financial advisor - The realization that a lot of people make tax-related mistakes - What clients need to know about the current market environment - The biggest challenges financial advisors are facing right now Connect with Michael: Website: http://yardleywealth.net Twitter: @MichaelJGarry Instagram:@yardleywealth Facebook: https://www.facebook.com/YardleyWealthManagement/ LinkedIn:https://www.linkedin.com/in/michaelgarry/