As the top-rated financial advisory firm in Bucks County, we are committed to empowering you to plan your financial life with confidence. With a legacy that spans two generations, we serve as a trusted partner in delivering comprehensive financial advice tailored to the unique needs of our clients. Our vision transcends the present, encompassing a focused plan to serve the financial needs of future generations of your family for the next 100 years. Our firm is a fiduciary and always acts in the best interest of our clients.
We truly appreciate the opportunity to serve you and your family. We could not have achieved this without your trust and confidence.
“I am a retired schoolteacher from Council Rock and my husband is retired from the operating engineers union. We have been a client of Heidi’s for close to 10 years and she has been very helpful in optimizing our pension income, monies we have inherited, and our Social Security income given our tax situation. She is also helping to serve the next generation of our family in developing a long-term financial plan. Heidi is always prepared for our meetings and is crisp with her follow-up. She is quick to respond to our inquiries between meetings, even after regular business hours. Thank you, Heidi, for everything you do for us!”Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
“When my husband died, I was at a total loss as to what to do with our finances. I am not proud of this, but I had little knowledge of our finances as my husband handled everything. I was introduced to Tony through a mutual friend, and he took me by the hand and guided me through everything at my own pace. He explained things in a simple way that I could understand and over time we were able to make progress. Today, I am financially solid because of Tony. He has made an unbelievable difference. He was exactly what I have needed to get through the last ten years – someone that I trust and who isn’t affiliated with a big firm. Thank you, Tony, for everything you have done and continue to do to help me and my family!”Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
We met Tony over 30 years ago when we were looking to structure a more diversified approach to our investment strategy and build a foundation for supporting life goals and eventual retirement. While we had never met Tony before, one of the things we have enjoyed about his approach then, and now, is that he has a skill for explaining financial terms, concepts, and approaches in ways that can be more easily understood. The confidence Tony has given us and our trust in him has been a significant part of our relationship with Petsis & Associates. With Tony’s help through the years, we are retired today, and he continues to help us as we look to leave a legacy for our kids and grandkids. In addition to Tony, we are thankful for the efforts of the rest of the Petsis team, who are highly responsive and always great at answering our questions and following up on agreed-upon actions. Thank you, Tony, for your friendship over the last 30 years and for everything you and your team have done for us and our family!
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
"I have had the fortunate opportunity to know and be guided by Tony from the beginning of my financial wellness journey. The initial focus of our working together was life insurance, but shortly thereafter we created a financial plan focused on my goals. While retirement was important, saving for college for my daughter and saving for her wedding were also priorities. Thanks to the efforts of Tony, I have been successful in achieving my financial goals and I will be able to confidently retire in the next couple of years. Friends of mine who decided many years ago to not use an advisor are not in as good a financial position as I am today. The relationship Tony and I have shared over the years is built on trust and his ability to help me make the right financial decisions. I am also thankful and appreciative of his staff and how they have supported the relationship I have with Tony. Thank you, Tony, and the entire Petsis & Associates team for everything you have done for me and my family! "
"My wife and I have lived in the Bucks County area for about eight years. We have been highly disciplined savers over the years, but we realized about a year ago that we needed professional help. While we want to effectively plan to eventually retire, our number one priority is ensuring we have a plan for the long-term needs of our autistic son. It’s critical that there is enough money to ensure his happiness during his adult life and that he can lead a purposeful, beneficial life. We also want to make sure this money is protected and that he doesn’t get taken advantage of. We chose to work with Alex because of his expertise in helping special needs families, but more importantly, he shared our values. This was very important to us. In addition to helping us with our planning and investments, Alex also brought in the right professionals to help protect our estate and everything we have worked for. Thank you, Alex, for everything you have done for us and our son. We appreciate your friendship and your personal touch. "