Alex M. Petrovic III CFP®


Alex Petrovic III is the president and owner of Petrovic Financial Services, a fee only financial planning and investment management firm. He is a Certified Financial Planner™ professional with nearly 20 years of experience and is a third generation financial advisor. Within the past 10 years he was chosen to be successor for two long-time advisors and formed his own firm.

Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in finance and a minor in economics.

Through the guidance of his father and grandfather, Alex learned the importance of the fiduciary standard in dealing with every aspect of each client’s financial life. His business philosophy centers on his duty to provide complete transparency, honesty, and respect.

Prior to his financial planning career, Alex worked for The Boeing Company in Seattle as a lead financial analyst and as a U.S. Peace Corps volunteer in Ukraine. In 2005, he returned home to Kansas City and joined his father’s financial services firm. They worked together for 12 years delivering financial planning and investment management services to their clients.

Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners™. He was a Rotarian for almost 10 years and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. He and his wife, Dasha, have a playful, happy toddler named Alex IV and an inquisitive and happy 7-year old named Benjamin.