Phone

(267) 317-1515 Doylestown/Blue Bell (215) 310-9440 Newtown/Yardley

Wealth & Advisory Associates

The professionals at Wealth & Advisory Associates provide financial planning, investment management and related wealth management services for select private and institutional clients. Plan to achieve your financial goals. Plan with advice.

What We Do

Wealth management encompasses many things. It requires high-level experience and the expertise of credentialed advisors. Our comprehensive financial planning process is enhanced by our team approach that leaves no stone unturned in determining your best options in any situation, at any stage of life. Here are our areas of primary focus:

  • Zero-Tax Strategies Our asset planning services and guidance on shifting and structuring investments can help you reduce taxes or achieve the 0% tax bracket in retirement. 
  • Financial Planning Goals-based investing is at the core of our wealth management services. Every relationship begins with our eight-week financial planning process.
  • Investment Management Each client’s strategy focuses on low-cost, risk-managed investments selected with their unique goals and tax-efficient financial plans in mind - for every stage of life.
  • Estate Planning We coordinate with our clients' attorneys and accountants to help ensure a carefully-crafted, tax-efficient plan to transfer their wealth to loved ones or charities.

Who We Are

Mark Byelich, CFP ®, CDFA®, AIF® (Newtown/Yardley Office)

Mark is a principal of Wealth & Advisory Associates, LLC.  Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. 

Mark is a Certified Financial Planner™ practitioner and also holds the Certified Divorce Financial Analyst® and Accredited Investment Fiduciary® designations.

Mark is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark also conducts education classes for regional bar associations, individuals and industry groups.

Mark previously was a First Vice President with Wells Fargo Advisors and a Financial Advisor for UBS Financial.  Mark also spent 20 years in law enforcement.  First he served as a Security Policeman in the United States Air Force; then, as the elected Pennsylvania State Constable for Newtown Township, Bucks County, Pennsylvania.

Mark is committed to his community where he serves on several boards and service groups.  He is a member of the Council Rock School District Board of Directors, a long-time Rotarian and member of the American Legion as well as other community groups. 

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Paul T. Murray, AIF®, ChFC®, CDFA™ (Doylestown/Blue Bell Office)

Paul is a principal of Wealth & Advisory Associates, LLC. He is an Accredited Investment Fiduciary®, a Chartered Financial Consultant®, and a Certified Divorce Financial Analyst™. He works with individuals, families, and multiple generations, helping them make smart financial decisions in each area of their lives.

Paul has been featured in the Wall Street Journal, U.S. News & World Report, Fox News, The Intelligencer, Comcast Newsmakers, Investopedia and other news outlets. He is also a member of Ed Slott's Elite Advisor Group.

Paul began his career in providing financial advice at Morgan Stanley in 2000, and received extensive training at the company's World Trade Center headquarters just months before 9/11. He built his initial client relationships during the three-year dot com collapse and recession. That difficult period of time provided a crash course in investment risk-management and the importance of goals-based investing. He moved his practice to Wells Fargo Advisors in 2004, and ultimately launched his independent financial planning and investment management practice, PTM Wealth Management in 2011.

Paul is also regarded as an expert in the financial matters of divorce and works closely with divorcing clients and their attorneys during the process to help effectuate a fair and equitable outcome. His work in divorce extends to mediation (yourtermsmediation.com), as well. 

Paul lives in Perkasie, Pennsylvania, with his wife, Michelle, and their daughter, Lily, and is a strong supporter of Domestic Violence organizations, having served on the Board of Directors for Laurel House and  A Woman's Place.  Long ago, Paul was a songwriter, musician and Columbia Recording artist. Paul enjoys golf and playing guitar in multiple musical groups. 

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Contact Us

Experience the expertise and attention of Wealth & Advisory Associates. Please use our online form to submit your questions. Visit FINRA's BrokerCheck.

 

350 N. Main Street, Suite 101, Chalfont, PA 18914 (Doylestown-area) (267) 317-1515

325 Sentry Parkway, Bldg 5 West, Suite 200, Blue Bell, PA 19422 (Blue Bell-area) (267) 317-1515

1051 Lindenhurst Road, Newtown, PA 19067 (Yardley/Newtown-area) (215) 310-9440

 

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