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.


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We currently have a staff of seven – larger than most firms, yet small enough to give you very personalized advice and service.


Introduction to Petrovic Financial Services

Meet our team to learn about our credentials, what fee-only and fiduciary means to us, who we serve and reasons why folks choose to work with us.


Our Relationship with Raymond James

Raymond James is a financial services firm founded in 1962 and headquartered in St. Petersburg, Florida. Raymond James serves two primary roles: as a custodian of your accounts and as an excellent resource for us.


Our Awards

Expertise.com has named Petrovic Financial Services among the “18 Best Kansas City Financial Advisors” for 2018.

Alex Petrovic Awarded 2018 “Five Star Wealth Manager” for Third Consecutive Year

Awards - Learn more


 

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