Marc R. Butler
Financial Advisor & Financial Planner | Anthony Petsis & Associates
InvestmentNews 5-Star Financial Planner | Author of Master Your Money, Secure Your Future
Marc Butler is a financial advisor and financial planner at Anthony Petsis & Associates in Newtown, Pennsylvania. He works with entrepreneurs, executives, professionals, and families throughout Bucks County and the greater Philadelphia region to develop comprehensive financial planning and wealth management strategies.
Marc takes a planning-first approach to advising clients, helping them connect their financial decisions with the broader goals that matter most in their lives—whether that means preparing for retirement, managing business liquidity events, building long-term family wealth, or creating a lasting legacy.
Areas of Expertise
Marc’s advisory work focuses on several core areas of financial planning and wealth management:
• Comprehensive financial planning
• Retirement planning and retirement income strategies
• Financial planning for entrepreneurs and business owners
• Investment portfolio strategy and management
• Tax-efficient wealth strategies
• Multigenerational wealth planning
Marc frequently works with professionals and business owners navigating complex financial decisions related to retirement planning, investment strategy, and long-term wealth preservation.
Industry Recognition
Marc Butler and the advisory team at Anthony Petsis & Associates have been recognized as InvestmentNews 5-Star Financial Planners, a national distinction awarded to financial advisors demonstrating exceptional commitment to client service and professional excellence.
The firm has also been recognized as the Best Retirement Planning Firm in the Philadelphia Area by Wealth & Finance International.
Thought Leadership and Industry Innovation
Marc is actively involved in advancing financial literacy and innovation within the wealth management industry.
He is the author of the financial literacy book Master Your Money, Secure Your Future, which focuses on helping individuals build and sustain financial well-being across every stage of life.
Serving Clients Across Bucks County and the Philadelphia Region
Marc works with clients throughout:
• Newtown, Pennsylvania
• Bucks County
• the Philadelphia metropolitan area
His clients include entrepreneurs, executives, professionals, and families seeking comprehensive financial planning and disciplined wealth management strategies.
About Anthony Petsis & Associates
Anthony Petsis & Associates is a Newtown, Pennsylvania–based wealth management firm providing fiduciary financial planning and investment management services to individuals, families, and business owners throughout Bucks County and the greater Philadelphia region.
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.