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Meet the Team Behind The Financial Group of Philadelphia

At The Financial Group of Philadelphia, we believe the best financial guidance starts with genuine relationships.

For more than 30 years, we have helped hardworking families, public employees, and local professionals build confidence in their financial futures — always in plain English, and always with respect for where they are starting.

Our financial minimum is not a number — it is nice people.
When you work with us, you do not just get one advisor — you get an experienced team dedicated to helping you make clear, confident financial decisions that last .

A Team Approach That Puts Clients First

No one strategy fits everyone, which is why every client gets our full attention — from planning to execution to follow-up.

We collaborate across disciplines and backgrounds so every plan benefits from diverse experience and perspective.

That is how we have built trust across the Philadelphia area for more than three decades.

Michael Bufty

Michael Bufty

Managing Partner

The mission statement behind Financial Group of Philadelphia is to provide financial education for hard working families. Through all of Michael's years of schooling, he realized there was one topic that was never mentioned, Financial...

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Paul Bufty

Paul Bufty

Founder

We believe that everyone deserves clear and objective financial education.Since founding our firm in 1991, our mission has been simple: to provide financial education and personal financial service to people who have worked hard for...

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Ellen Boyce

Ellen Boyce

Practice Administrator

As administrator, my focus is all about ensuring that our clients receive the communication and service they need efficiently and effectively. When you call our office, I am often your first point of contact, ready to direct you to the...
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Lisa Agster*

Lisa Agster

Medicare Insurance Specialist

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...

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David Chesner

David Chesner, DO, FACR, FACOI 

Investment Adviser Representative

Dr. David Chesner has been a top specialty physician in Philadelphia since 1998 and has been a partner in Rheumatic Disease Associates (RDA) since 1999. RDA is one of the largest Rheumatology practices on the East Coast. Many years ago...

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Victor Collazo*

Victor Collazo

CPA

Victor is a CPA with over 12 years of experience in public accounting and corporate finance. A Temple University alumnus, he brings a wealth of expertise from his work at prestigious firms including Grant Thornton LLP, Mazars Group,...
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Contact Us 
Here for You, Every Step of the Way

Our entire team is here to help you make smart, confident financial decisions — from your first consultation to every milestone that follows.
When you work with us, you are a member of our client family.

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