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Paul Bufty

610 Lakeside Dr
Southampton, PA 18966

A Few Words from Joel Glauser, PA, EA

For over 40 years we have served you and the community with important tax and financial matters.  Since then, life has become more complicated.  We wanted to help address the many financial issues we all face today.

Accountants Wealth Advisors, Inc., powered by our firm, provides a team of experienced Financial Professionals to help our tax clients with their financial issues.

The foundation of Accountants Wealth Advisors, Inc. is financial education and financial advocacy.

 

A Few Words from Paul Bufty, Co-Founder of Accountants Wealth Advisors, Inc.

 

Our firm was founded on two basic principles: I care about your background and specific personal values, and I am constantly looking for innovative ways to help you achieve the financial confidence you desire.

 

The Power of Personal Service — 
Coordinating Tax Planning with Financial Services

Success begins with teamwork.  Your story, your experiences, and your needs are important to us.  A person’s background and life experiences dictate how he or she feels about money, family and the future.  You deserve assistance from a team of people who care, and we do.  We take the time to learn about you.

Accountants Wealth Advisors, Inc. is an independent and objective financial services firm.  We provide customized personal investment and protection solutions.  Our carefully selected team works closely with you to offer specific strategies and solutions.  We explain options—and their benefits—in plain English.  We work hard to help make this part of your life simpler.

Areas of Expertise

  • Financial Education Programs
  • Income Strategies for Retirement
  • Life Insurance Audit & Analysis
  • Estate and Wealth Preservation
  • Employee Benefit Plan Consulting
  • Tax-Preferred Financial Strategies

Financial Strategy Implementation:

  1. Traditional, SEP & Roth IRAs
  2. 401(k) Plans
  3. Pension /Profit Sharing plans
  4. Variable Annuities
  5. Fixed Index Annuities
  6. Life Insurance
  7. Long-Term Care Insurance
  8. Disability Income Insurance
  9. Mutual Funds
  10. 529 College SavingsPlans

Our Team:

  • Joel L. Glauser, PA, EA *
    Chairman

     

    Joel is a graduate of Philadelphia University and has been public accountant since 1976. 

    Joel has been serving our local community for over 40 years in the areas of tax issues, financial issues and client consultation.  Due to Joel's wide breadth of experience he brings a unique ability to help clients navigate through often difficult and complicated financial and tax matters. 

    He is an enrolled agent before the Internal Revenue Service.  As an enrolled agent he has earned the privilege of representing tax payers before the Internal Revenue Service.  Enrolled agents are unrestricted as to which tax payers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before. 

    Joel prides himself on being a hands-on professional and has operated in this manner since 1976. 

    Joel can be contacted at joel@awadvisor.com

  • Paul Bufty
    President and Co-Founder


    Paul Bufty believes people deserve clear and accurate financial education.

    Since 1991, Paul has served his community by taking the time to learn about peoples’ backgrounds. He feels this is what dictates a person’s philosophy about what is really important. Paul believes in providing wisdom and knowledge, not just data and information. The core of our firm is built around his mission to provide financial education and financial advocacy to people who have worked hard.

    Paul focuses on providing retirement, investment and insurance solutions and education services to individuals and organizations. Working closely with clients to identify their financial and personal objectives, he uses financial tools to help craft strategies for each client’s situation.

    Paul holds a Bachelor of Science degree in Finance from Temple University. He has earned numerous service awards throughout his career that recognize leadership, outstanding and unwavering client service and performance. Paul is a qualifying and life member of the Million Dollar Round Table (MDRT), Top of the Table, the international association of leading financial professionals recognized as the standard of excellence in the financial services industry. The Top of the Table represents the top 1% of financial professionals worldwide.

    In addition to his role as a financial professional, Paul has been a speaker for many large public and professional groups. He is a sought after speaker for many financial organizations for their field of financial advisors.

    Paul’s commitment, dedication and professionalism are your assurance of the highest standard of service.

    “Tell me and I forget. Teach me and I remember. Involve me and I learn.”

    - Benjamin Franklin

    Paul can be contacted at  paul@awadvisor.com.
     

  • Michael Bufty
     

    Through all of Michael’s years of schooling, he realized there was one topic that was never mentioned, Financial Education. He quickly realized there was a need by the community.

    Michael grew up watching his father, Paul, helping people with their financial goals and dreams. Michael and Paul have always had a dream to work together as a team.

    Michael grew up in Huntingdon Valley, PA and attended Lower Moreland High School. Michael attended Temple University, where he studied business and finance. During college, he completed a multi-year internship, learning how to help others feel more confident about their future. Upon completion of college, he decided to join the firm full time to be of service to the community.

    In Michael’s leisure time, he enjoys spending time with his family and friends. Spending time with his family is very important to him even as he focuses on building his own life. He enjoys the outdoors, and when the weather allows, you can either find him on the golf course or the beach.  

    Michael can be contacted at michael@awadvisor.com.
     

  • Ellen Boyce *
     

    Ellen is dedicated to the communication of information and the servicing needs of all our clients.

    Ellen provides first contact when clients telephone our office so that they can be quickly and efficiently directed and serviced. Her interpersonal skills, developed over many years of management provide for an easy communication connection.

    In addition to maintaining office organization, providing our clients with scheduling support and communication is vital to our company goals for individual personal service.

    Ellen grew up in the financial services business. Her father was a successful financial professional for over 45 years. Almost fifteen years ago, Ellen became the office support person for her father, until his retirement.

    Ellen is married and has three children; and being raised in Philadelphia, she is a diehard Phillies Phan.  

    Ellen can be contacted at ellen@awadvisor.com
     

  • Rob Martinelli *
     

    Rob is dedicated to providing financial education and advocacy to clients, allowing them to make educated financial decisions throughout their lifetime.

    Rob holds a Bachelors Degree in finance with a focus in risk management from LaSalle University. Rob is a fully licensed Life, Health and Annuity professional. He is also a fully licensed Investment Advisor Representative having obtained his Series 7 and Series 66.

    Rob grew up in Rockledge, just outside Philadelphia with his mother and two younger brothers and currently resides in Horsham. He enjoys getting in a workout before he starts his day as well as golfing in his free time. 

    Rob can be contacted at rob@awadvisor.com.
     

  • Debbie Bremser *
     

    Debbie has been an integral part of Joel Glauser, PC since 1990. She also acts as an extension of Joel and Brian Glauser, as many clients first point of contact is Debbie. 

    Debbie brings a unique experience to the community since she has worked in this firm for over 25 years and has developed a personal relationship with many of the firm clientele. 

    Debbie is the main point of contact for scheduling meetings with Joel and Brian or any member of our team. 

    Debbie can be contacted at debbie@awadvisor.com.
     

  • Lisa Agster *
     

    Lisa’s specialty is helping people protect themselves against healthcare costs and making the most of their protection program, as it relates to Medicare. Lisa also has helped many of her clients address the substantial financial liability of long-term care.

    In addition to health care protection, Lisa is also properly licensed to provide retirement vehicles that provide fixed and guaranteed** interest and income. In many cases, many of these plans also have tax-preferred accumulation and can lower existing tax liabilities.

    Lisa is a fully licensed insurance professional who can also implement protection plans for income replacement utilizing life and disability insurance.

    Lisa’s patience and pleasant demeanor is one of the many reasons all of her clients find her enjoyable to work with.

    Lisa Agster brings a personal approach to her clients. As a person who grew up with parents many years her senior, she has a special perspective when addressing and helping seniors deal with many of the unique financial decisions they need to make.

    Lisa attended Albright College and received a Bachelor of Science in Business Administration. She has an extremely active lifestyle with many interests and hobbies. 

    Lisa can be contacted at lisa@awadvisor.com.   

    * Not Registered Representatives of Lion Street Financial, LLC.

    ** Guarantees provided are based on the claims paying ability of the issuing company

 

 

Contact Us

The Next Step:
Personal Attention for You

No two individuals or businesses are exactly alike.  Every person deserves individual attention.  For over 40 years, we have been providing exceptional service to the community.

Please Call

for your confidential consultation

215-396-1500

support@awadvisor.com

Administrative Office

610 Lakeside Park

Southampton, PA 18966

Trevose

4753 Street Road

Trevose, PA 19053

Cherry Hill

1999 Marlton Pike #7

Cherry Hill, NJ 08003

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck