Having retired from the wealth management business earlier this year, choosing a firm to manage our financial affairs was something I took very seriously. After just one meeting with Mike and his team, my husband and I made the decision to work with YWM. It has been a very rewarding relationship thus far. Mike, Maureen and the rest of the team always provide excellent service, are professional and friendly and a pleasure to work with. We highly recommend them.
May 2024
Yardley Wealth Management has done an excellent job managing my family's finances for well over a decade. Mike and his team are extremely trustworthy, capable, responsive, and all we could ask for in a financial advisor. We recently engaged YWM to revisit our estate plan for our growing family, and Mike guided us through every step of the process. I cannot recommend Mike and his team enough!
May 2024
We’ve been working with Mike, Sandra, Maureen, and the rest of the YWM team closely over the last few years as we have navigated an inheritance, a home purchase, and the birth of our first child. The entire team has helped us with a very clear picture of our current financial situation and supported with deep scenario planning to ensure that we are set up well for the future. There are so many hidden tax or other ramifications of financial decisions that are not always apparent, and the YWM team has the expert guidance to support our goals of building early wealth with eyes wide open. I really appreciate their attention to detail, prompt communication, and organized... read full review
Having retired from the wealth management business earlier this year, choosing a firm to manage our financial affairs was something I took very seriously. After just one meeting with Mike and his team, my husband and I made the decision to work with YWM. It has been a very rewarding relationship thus far. Mike, Maureen and the rest of the team always provide excellent service, are professional and friendly and a pleasure to work with. We highly recommend them.
Yardley Wealth Management has done an excellent job managing my family's finances for well over a decade. Mike and his team are extremely trustworthy, capable, responsive, and all we could ask for in a financial advisor. We recently engaged YWM to revisit our estate plan for our growing family, and Mike guided us through every step of the process. I cannot recommend Mike and his team enough!
We’ve been working with Mike, Sandra, Maureen, and the rest of the YWM team closely over the last few years as we have navigated an inheritance, a home purchase, and the birth of our first child. The entire team has helped us with a very clear picture of our current financial situation and supported with deep scenario planning to ensure that we are set up well for the future. There are so many hidden tax or other ramifications of financial decisions that are not always apparent, and the YWM team has the expert guidance to support our goals of building early wealth with eyes wide open. I really appreciate their attention to detail, prompt communication, and organized... read full review