Yardley Wealth Management LLC

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.