Petrovic Financial Services Information

Whether you work for a large corporation, own a business, or are now retired, you deserve comprehensive wealth management. Our "fee-only" firm covers the broad spectrum of investment management, retirement planning, tax management and estate planning to help build your wealth and create a financial legacy. Our team’s professional designations include three Certified Financial Planners®, Certified Public Accountant and Chartered Financial Analyst®, with a combined experience of over 60 years. In addition, our support staff of six works to provide the very best in research and client services. Our president, Alex Petrovic III, represents three generations of financial planners. His goal, as was his grandfather and father before him, is to provide comprehensive financial planning and investment management with honesty, integrity and a strong commitment to you and your family.