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FEE-ONLY COMPREHENSIVE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

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Petrovic Weaver Financial Services:

  • We provide fee-only financial planning and investment management. Fee-only means we
    do not accept commissions and we hold ourselves to a fiduciary standard.
  • Our approach involves comprehensive wealth management, not just investment management.
    This means:
    • Planning for your retirement
    • Tax strategies you can use
    • Estate planning
    • Maximizing your corporate benefits
    • Insurance
    • College planning
  • Our fees are competitive
  • We have a fiduciary duty to our clients. We are required to make recommendations which are in our client’s best interest. The fiduciary represents the highest standard of care for our profession. Fiduciary defined - learn more!

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

 

 

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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