A complete list of active advisors currently associated with Anthony Petsis & Associates Inc.

Warmer can help you find a great advisor at Anthony Petsis & Associates Inc. or one who fits your needs even better.

Anthony Petsis & Associates Inc. provides personalized financial planning to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and corporations. Services range from single‑topic consultative engagements to comprehensive written financial plans developed after an initial information‑gathering meeting. The firm does not manage client assets on a continuous or discretionary basis and instead delivers advice on an hourly basis with a retainer and final payment upon completion; it does not debit advisory fees from custody accounts or list assets under management. Its analysis can include fundamental research and both long‑ and short‑term strategies, and the brochure notes tax considerations are important but tax efficiency is not the firm’s primary objective. What distinguishes the firm from many peers is that several advisory personnel are registered representatives of a broker‑dealer and are separately licensed insurance agents, so they may offer brokerage and insurance products and receive separate commission or fee‑based compensation—a relationship the brochure discloses as a potential conflict of interest. The firm also highlights specialist credentials in areas such as retirement income and special‑needs planning, and its hourly, planning‑only business model (rather than percentage‑of‑AUM, ongoing portfolio management) is atypical for team firms.

To learn more about the advisors currently working at Anthony Petsis & Associates Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.