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We offer fee-only comprehensive financial planning and investment management services. We help clients with investments, retirement, tax strategies, estate planning,
corporate benefits and college planning.

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​

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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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