Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). My name is Mike Garry, and my company is Yardley Wealth Management, LLC.

Wealth Management 52

Wealth Management Estate Planning Portfolio Management 52

Yardley Wealth Management

MAY 29, 2020

appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management May 21, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms. Debt Management Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Dr. Jay is passionate about tax efficient wealth management and retirement planning, and is currently working towards setting up his financial planning and advisory practice.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. They told him to read the FAQs (lol)!

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Robert will be on the “for” team. Scott Salaske of Firstmetric.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. And I said, I really think that we would be able to do a great job for our RIA clients, for our wealth management clients, by having this consulting firm, and they rejected the idea. It’s so great to be here. We retained your firm.

Compliance 152

Compliance Wealth Management Clients Management 152