Anthony Petsis & Associates, Inc.

As a nationally recognized, fiduciary-based financial planning firm based in Newtown, PA, we serve individuals and families throughout Bucks County — delivering personal, hands-on advice for retirement, tax efficiency, and long-term investing. We’re proud to have been chosen as the Best Retirement Planning Firm in Philadelphia Area by Wealth & Finance International.

Our Commitment

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping to make their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an e-mail or give us a call at 215-968-6638.