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Recognition for Excellence in Financial Advisory

Anthony Petsis & Associates, Inc., a distinguished financial advisory firm located in Newtown, Pennsylvania, has recently received significant acclaim as all four of its financial advisors were awarded the prestigious 5-Star Financial Planner distinction for 2025 by InvestmentNews. This recognition marks a momentous milestone in the firm’s 45-year legacy of providing effective financial solutions and underscores its unyielding commitment to client success.

The Honored Advisors

The four financial experts receiving this honor include:

• - Anthony 'Tony' Petsis, CLU®, ChFC® - Founder and Financial Consultant
• - Alexander Petsis, CFP®, ChSNC® - Financial Planner
• - Heidi Hirsh, RICP®, ChSNC® - Financial Planner
• - Marc Butler - Financial Planner

This recognition serves as a testament to the team's dedication to delivering people-centered financial advice, helping families and businesses navigate their financial journeys with confidence.

The Importance of the 5-Star Award

The 5-Star Financial Planner award was established by InvestmentNews to spotlight outstanding professionals within the financial planning domain—those who not only excel in client service and possess extensive financial planning acumen but also adhere to rigorous ethical standards. The selection process is competitive and thorough: nominations were accepted from both peers and self-nominations until December 2024, followed by a comprehensive evaluation focusing on professional accomplishments and client impacts. The rewarding announcements were made public on April 14, 2025.

A Message from the Founder

Tony Petsis expressed immense pride regarding this achievement: "We are deeply honored that our entire advisory team has been recognized by InvestmentNews. This accolade reflects our collective dedication to empowering clients to plan their financial lives with confidence and our commitment to upholding the highest standards of integrity and personalized service."

A Legacy of Service

Anthony Petsis & Associates, Inc. has served the Bucks County community for over four decades, offering tailored financial planning services that cater to the unique needs of each client. Their mission revolves around enabling clients to approach their financial lives with trust, aided by core values such as integrity, a client-first focus, leadership, community investment, teamwork, and recognition of achievements.

This prestigious acknowledgment further enhances their established reputation, complementing prior accolades such as being named Best Retirement Planning Firm in the Philadelphia area by Wealth Finance International in 2024.

Looking Ahead

As the firm embarks on its journey towards the next century, it remains steadfast in its goal to meet and transcend the financial needs of future generations. Anthony Petsis & Associates, Inc. emphasizes long-term relationships built on trust and comprehensive financial solutions that empower clients.

For additional details regarding Anthony Petsis & Associates, Inc. and their bespoke services, one can visit their official website at www.apetsis.com.

About InvestmentNews

InvestmentNews stands as a vital source of news and analysis for financial advisors, furnishing valuable insights that allow them to navigate the ever-evolving landscape of the financial advisory industry effectively. Their mission encompasses empowering financial professionals to serve their clients better.

The Road Ahead

This recognition showcases not only the existing expertise within Anthony Petsis & Associates but also sets a foundation for future successes. As clients embark on new financial endeavors, they can vigorously depend on the robust support and strategic guidance offered by this exceptional advisory team.