We serve the entire Kansas City Metropolitan area

Whether you work for a large corporation, own a small business, or need help with retirement planning, we offer the experience and expertise to provide financial guidance for successfully navigating the journey and milestones of life.



Alex Petrovic III is the president and owner of Petrovic Financial Services. He is a Certified Financial Planner™ professional with 18 years of experience and is a third-generation financial advisor. Our team members have different prior work experiences – with insurance companies, employee benefit companies, mutual fund companies, customer service and financial advisory firms. Combined, we have over 100 years of industry related business experience


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