We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation.
Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families.
We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.
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Bachelor of Science - Finance with a Minor in Economics
Petrovic Financial Services is an independent SEC Registered Investment Advisory firm. Petrovic Financial Services and its representatives do not provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.