Alexander Petrovic III
CFP®
Petrovic Financial Services
President
Alexander Petrovic III
CFP®
Petrovic Financial Services
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alexander Petrovic III, CFP®
Fee-Only financial planner located in Prairie Village, KS, serving clients locally and across the country
Alexander Petrovic III is a Prairie Village, KS fee-only financial planner. Petrovic Financial Services provides comprehensive financial planning, retirement planning and investment management to help clients including retirees, business owners and coporate executives organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alexander Petrovic III is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Alex Petrovic III is the president and owner of Petrovic Financial Services, a fee only financial planning and investment management firm. He is a Certified Financial Planner™ professional with nearly 15 years of experience and is a third-generation financial advisor. Within the past five years he was chosen to be successor for two long-time advisors and formed his own firm.
Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in finance and a minor in economics.
Through the guidance of his father and grandfather, Alex learned the importance of the fiduciary standard in dealing with every aspect of each client’s financial life. His business philosophy centers on his duty to provide complete transparency, honesty and respect.
Prior to his financial planning career, Alex worked for The Boeing Company in Seattle as a lead financial analyst and as a U.S. Peace Corps volunteer in the Ukraine. In 2005, he returned home to Kansas City and joined his father’s financial services firm. They worked together for 12 years delivering financial planning and investment management services to their clients.
Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners™. He is also a member of the National Association of Personal Financial Advisors (NAPFA). He has been a Rotarian since 2007 and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. He and his wife, Dasha, have a playful, happy toddler named Benjamin.
Alexander Petrovic III is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Petrovic Financial Services is an independent SEC Registered Investment Advisory (RIA) firm focused on the needs of its clients. Our relationship with Raymond James as our custodian gives us access to the breadth and depth of Raymond James’ resources, yet as an independent RIA firm we are allowed to run Petrovic Financial Services the way we see fit to best serve our clients.
Free from third-party influence, we offer unbiased, objective advice to help our clients make important decisions. We have no connection with any broker-dealer or investment group that encourages us to sell their particular products. This independence allows us to focus on our clients’ needs.
We have a fiduciary relationship with our clients. Fiduciary relationship means we are required to do what is in the client’s best interest. Please see the section below titled Our Fiduciary Duty for more information.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Alexander Petrovic III is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alexander Petrovic III is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alexander Petrovic III is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Alexander Petrovic III
Office Locations:
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4200 Somerset Dr
Suite 217
Prairie Village, KS 66208
