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FEE-ONLY COMPREHENSIVE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

Whether you work for a large corporation, own a business, or are now retired, you deserve comprehensive wealth management. Our firm covers the broad spectrum of investment management, retirement planning, tax management and estate planning to help build your wealth and create a financial legacy.

As a “fee-only” Registered Investment Advisor, we have a fiduciary duty — a legal and ethical responsibility — to act in your best interest. Our team’s professional designations include three Certified Financial Planners®, Certified Public Accountant and Chartered Financial Analyst®, with a combined experience of over 60 years. In addition, our support staff of six works to provide the very best in research and client services.

Our president, Alex Petrovic III, represents three generations of financial planners. His goal, as was his grandfather and father before him, is to provide comprehensive financial planning and investment management with honesty, integrity and a strong commitment to you and your family.

If you would like to contact us call us at 913.385.5523 or email PWFS@PetrovicWeaverFinancial.com

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Five Star Award

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In January 2015, Alex Petrovic, CFP® became a three-time award winner, 2012, 2014 and 2015!*

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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