Financial advisers in Yardley, Pennsylvania

Adviser profiles

• Michael GarryFounder & CEO/Chief Compliance Officer/TrusteeYardley Wealth ManagementCRD 2026666
• Lidia AmodeiInvestment adviser representativeAttleboro Wealth ManagementCRD 2285474
• Michael SullivanInvestment adviser representativeThe Estate Planners GroupCRD 2962858
• DLDavid LoesserChief Executive Officer, Founder, and Managing MemberThe Estate Planners GroupCRD 3177524
• Mark ByelichManaging MemberAttleboro Wealth ManagementCRD 4388024
• CAChristine AhearnInvestment adviser representativeAeternitas Investment ManagementCRD 4695936
• TSTasha ShadleInvestment adviser representativeCrossover Capital BrandsCRD 4777308
• APAlexander PronFounder / Wealth StrategistCrossover Capital BrandsCRD 5145602
• Emily WheelerInvestment adviser representativeAttleboro Wealth ManagementCRD 6076282
• JWJoseph WeidenburnerPresident/Managing Member, Chief Compliance OfficerAeternitas Investment ManagementCRD 6136484
• Maureen DonahuePrincipal Financial AdvisorYardley Wealth ManagementCRD 6185503
• Jesse D'EliaInvestment adviser representativeAttleboro Wealth ManagementCRD 6279918
• MCMatthew CarpenterInvestment adviser representativeThe Estate Planners GroupCRD 7199584
• DWDavid WhiteInvestment adviser representativeAttleboro Wealth ManagementCRD 7613239
• Amy GarryInvestment adviser representativeYardley Wealth ManagementCRD 8015630
• Christopher LoesserInvestment adviser representativeThe Estate Planners GroupCRD 8151966

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.