Tony Petsis
Founder & President | Anthony Petsis & Associates
Tony Petsis is the founder of Anthony Petsis & Associates, a Newtown, Pennsylvania–based wealth management firm serving individuals, families, and business owners throughout Bucks County and the greater Philadelphia region.
With decades of experience in financial services, Tony has built the firm around a philosophy of comprehensive financial planning, disciplined investment management, and long-term client relationships. His work focuses on helping clients simplify complex financial decisions, plan confidently for retirement, and build lasting financial security for future generations.
Tony works closely with clients on a wide range of financial planning strategies, including retirement income planning, investment portfolio design, tax-efficient planning, and legacy planning. His approach emphasizes thoughtful strategy, clear communication, and personalized advice designed to help clients align their financial resources with their long-term goals.
Areas of Expertise
Tony’s advisory work focuses on several core areas of financial strategy:
• Comprehensive financial planning
• Retirement planning and retirement income strategies
• Investment portfolio design and management
• Multigenerational wealth planning
• Tax-efficient financial strategies
• Financial planning for business owners
Through decades of experience advising families and entrepreneurs, Tony has developed a reputation for helping clients navigate complex financial decisions with clarity and confidence.
Industry Recognition
Tony Petsis has been recognized nationally for excellence in financial planning and wealth management.
Under his leadership, the advisors at Anthony Petsis & Associates were recognized as InvestmentNews 5-Star Financial Planners, a national award honoring advisors who demonstrate exceptional commitment to clients and professional excellence.
The firm has also been recognized as Best Retirement Planning Firm in the Philadelphia Area by Wealth & Finance International.
Serving Clients Across Bucks County and the Philadelphia Region
Tony works with clients throughout:
• Newtown, Pennsylvania
• Bucks County
• the Philadelphia metropolitan area
His clients include retirees, professionals, entrepreneurs, and multigenerational families seeking comprehensive financial planning and wealth management strategies.
The 5-Star Financial Planner recognition is based on a nationwide survey, conducted by Investment News, between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Nominations required confirmation from the nominee's compliance team to ensure authenticity and adherence to ethical standards. The IN team conducted an objective evaluation of each entry, assessing the detailed information provided. This evaluation also involved benchmarking against other submissions to determine the winners. There is no fee to nominate. The award is not indicative of the advisor's future performance.
The awards process for the Retirement Planning Awards 2024 is very straightforward. Alongside open nominations, Wealth and Finance International utilizes a dedicated in-house research team to identify and analyze businesses deserving of recognition. This approach ensures a level playing field, enabling companies of all sizes and sectors to compete fairly. The Retirement Planning Awards 2024 aims to acknowledge the outstanding achievements and best practices of the retirement planning industry. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This award should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation
Third-party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.