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.