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Fee-Only Comprehensive Financial Planning and Investment Management
We’ve been managing the financial lives of individuals and families for many years. Our firm covers the broad spectrum of investment management, retirement planning, tax strategies and estate planning. Our goal is to help grow your wealth and peace of mind.
We currently have a staff of seven – larger than most firms, yet small enough to give you very personalized advice and service.
Below are eight videos created to explain our services, investment philosophy, fees and more. We have also included some general information to help educate our visitors about the financial industry. Simply click on the image to play the video or on the description to read more about the subject.
Introduction to Petrovic Financial Services
What to Expect When You Contact Us
Our aim is to give you a clear picture of what our introductory meeting process is like, what documents to bring, and how we can address your individual needs.
Our Approach to Wealth Management
Our Investment Philosophy
Fees and Expenses
Our Relationship with Raymond James
Alex Petrovic Awarded 2022 “Five Star Wealth Manager” Seventh Consecutive Year
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Alex Petrovic CFP® is a greater Kansas City area Fee Only financial planner, located in Prairie Village, Kansas. The Petrovic Financial Services team includes 3 Certified Financial Planner™ professionals and provides comprehensive financial planning, tax strategies, retirement planning and investment management to help clients in all financial situations. Our clients live in the Kansas City area and now, nationwide - as many make retirement and career moves. Our business philosophy centers on honesty, respect and building personal relationships. We are a fee only fiduciary firm and our mission is to help grow and protect our client’s wealth and help them gain the peace of mind that comes from having a well-executed holistic financial plan.
Our service area includes Johnson and Wyandotte Counties in Kansas, and Jackson, Platt and Clay Counties in Missouri.
Latest Blog Posts
I am very pleased to announce that Bryson has recently been promoted to a Financial Advisor with Petrovic Financial Services! Bryson will continue to support me and the firm’s clients as a Financial Planner, but going forward, he will also begin to build his own clientele within our firm.
You may have noticed that my title of this quarter’s newsletter article is the same as last quarter’s title. The stock market, as measured by the S&P 500 Index made its first bottom in mid-June; it was down 22% YTD. The markets rallied strong in July and August (when I wrote the last newsletter), and the S&P 500 Index was only down 11% YTD.