Newtown Financial Planners Recognized With National 5-Star Award

NEWTOWN, PA — Four financial planners with Anthony Petsis & Associates, Inc., a Newtown-based financial advisory firm, have been recognized as InvestmentNews 5-Star Financial Planners for 2025.

"The distinguished honor underscores the firm's unwavering commitment to delivering exceptional, people-centered financial advice and a legacy that extends to 45 years," said the firm in a press release announcing the national recognition.

InvestmentNews, a leading source of news and analysis for financial advisors, introduced the 5-Star Financial Planners award to honor outstanding professionals in the financial planning industry. The award aims to recognize advisors who have demonstrated exceptional client service, comprehensive financial planning expertise, and a commitment to ethical standards.

Nominations were open to both peers and self-nominations, with a submission deadline in December 2024. The selection process involved a thorough evaluation of each nominee's professional accomplishments, client impact, and adherence to industry best practices.

The inaugural list of awardees was announced on the InvestmentNews website on April 14.

The honored advisors from Anthony Petsis & Associates, Inc. are:

• Anthony "Tony" Petsis, CLU, ChFC, Founder and Financial Consultant
• Alexander Petsis, CFP, ChSNC, Financial Planner
• Heidi Hirsh, RICP, ChSNC®, Financial Planner
• Marc Butler, Financial Planner

"We are deeply honored that our entire advisory team has been recognized by InvestmentNews," said Tony Petsis, founder and financial consultant at Anthony Petsis & Associates, Inc. "This accolade reflects our collective dedication to empowering clients to plan their financial lives with confidence and our commitment to upholding the highest standards of integrity and personalized service”.

Anthony Petsis & Associates, Inc. has been serving the Bucks County community for more than four decades, offering comprehensive financial planning services tailored to the unique needs of each client. The firm's mission is to enable clients to plan their financial lives with confidence, guided by core values of integrity, client-first focus, leadership, pride in work, community investment, teamwork, and celebrating success.

The InvestmentNews recognition adds to the firm's history of accolades, including being named the Best Retirement Planning Firm in the Philadelphia area by Wealth & Finance International in 2024.

For more information about Anthony Petsis & Associates, Inc. and its services, visit www.apetsis.com.