NEWTOWN, PA — Anthony Petsis & Associates, Inc. has achieved a noteworthy milestone, with all four of its financial advisors recognized as InvestmentNews 5-Star Financial Planners for 2025. This recognition underscores the firm’s dedication to exceptional client service and a legacy of delivering personalized financial advice for over 45 years.
The 5-Star Financial Planners honor, presented by InvestmentNews, highlights professionals in the financial planning field who excel in client service, expertise, and ethical practices. The rigorous selection process evaluated nominees based on their professional achievements, client impact, and adherence to industry best practices. The inaugural list of honorees was revealed on April 14, 2025.
The awarded advisors from Anthony Petsis & Associates, Inc. are:
- 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
“We are deeply honored that our entire advisory team has been recognized by InvestmentNews,” said Tony Petsis, Founder and Financial Consultant of the firm. “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.”
Based in Bucks County, the firm has built its reputation over decades by delivering tailored financial planning solutions that meet the unique needs of each client. Guided by values such as integrity, a client-first approach, and community investment, Anthony Petsis & Associates remains committed to enhancing the well-being of its clients and the local community.
This latest recognition by InvestmentNews adds to the firm’s list of achievements, including being named the Best Retirement Planning Firm in the Philadelphia area by Wealth & Finance International in 2024. The recognition serves as an acknowledgment of the firm’s enduring dedication to excellence in the financial services industry.
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