Petrovic Financial Services / Financial Advisor in Prairie Village, Kansas

Petrovic Financial Services has been managing the financial assets of individuals and families for many years, not just those who call Kansas City home, but clients from across the country. Our firm covers the broad spectrum of investment management, retirement planning, tax management and estate planning.
We currently have a staff of seven. Our professional designations include three Certified Financial Planners. Our management team has a combined work experience of over 60 years. Our dedicated support staff of works to provide the very best in research and client services.
Petrovic Financial Services is a fee-only, fiduciary firm. Fiduciary means we are required to do what's in our clients best interest and we don& accept commissions of any kind.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Mutual Funds NAPFA Member Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Sustainability Wealth Management Women's Issues Young Investors
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