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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. Our team members have different prior work experiences - with insurance companies, employee benefit companies, mutual fund companies, and financial advisory firms. That means we harness a huge resource for you when we work on your investments, retirement plans, employer benefits and tax strategies.
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 2023 “Five Star Wealth Manager” Eighth 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.