With over 20 years of experience as an independent financial advisor and CFP® practitioner, I help my clients achieve their financial goals and secure their future. As the Founder & CEO of Yardley Wealth Management, LLC, and Managing Attorney of Yardley Estate Planning, LLC, I provide fee-only financial planning services, investment management, and estate planning in Newtown, PA. My approach is based on trust, transparency, and customization. I work with each client to understand their unique needs, preferences, and objectives, and design a comprehensive and personalized wealth management plan that aligns with their values and vision. I also leverage my legal background and knowledge