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Welcome to Anthony Petsis & Associates, Inc.

Anthony Petsis & Associates, Inc is a comprehensive financial services firm committed to helping our clients improve their long term financial success.  Our customized programs are designed to help grow and conserve our clients' wealth by delivering a quality level of personal service.  Please explore our website and feel welcome to email us at or call us at (215) 968-6638.  We look forward to hearing from you.

Click here to contact us for a complimentary initial appointment

Voted the Best of Bucks for 11 Years

Thank you for voting us the 'Best of Bucks' in the Financial Planner/Advisor Category in the years 2007, 2008, 2009, 2010, 2011, 2012, 2015, 2016, 2017, 2018 & 2019! 

We truly appreciate the opportunity to serve you and your family. We could not have achieved this without your trust and confidence.

If you're not a client already, schedule a complimentary initial consultation to find out why we're the 'Best of Bucks'

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On Track for Retirement? 

Create a quick, complimentary projection for retirement or other goals by clicking here and providing some basic information.

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The Petsis Difference

Our unique Father/Son team position you and your family for stability and continuity with ours!

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Learning Center 

Learn more about topics in finance relevant to investing and planning for retirement.

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Our experienced Father and Son team can help give you financial confidence.

Anthony Petsis

Financial Consultant

(215) 968-6638

Tony began his financial planning career in 1980 and as a seasoned financial planner, his primary focus is the creation of retirement, investment and estate plans to help his clients realize their financial and life goals. His low-key...

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Alexander Petsis, CFP®

Financial Planner

(215) 968-6638

Alex is a CERTIFIED FINANCIAL PLANNER TM  who assists with various planning and investing functions of the practice. He holds his Bachelors in Finance, Masters in Financial Services and is a Bucks County 40 under 40 award winner.

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