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560 New Jersey 73, West Berlin, NJ 08091

856-422-9600
alec@pricefm.com
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It's Personal

A hallmark of our approach is caring about clients like we do members of our own family. We welcome the opportunity to assist you with the same measure of concern and consideration.

Independent Financial Advice

Portfolios to match your financial goals and objectives.  No proprietary investments.  Portfolios are tailored to each individual client.

More than managing money

It is about putting your wealth to work by crafting multi-pronged strategies to meet the meaningful financial goals we set together.

Going the extra mile for clients is never going out of my way.

We devote ourselves to providing a consistent and collegial wealth management experience in which our energy and authenticity characterize each interaction. Our familiarity with clients and ability to explain risks, trade-offs and what the future may hold – are critical to the value we hope to deliver.

our process

Assessment

During our initial meeting, we will learn from you what is important to you.

  • Is leaving an estate important?
  • Do you or would you like to travel? 
  • Do you have philanthropic goals?
  • Where are you now and where do you see your self in 3 to 5 years from now? 

Implement

With the confidential information you share we will develop a financial plan that will evolve with you over time. This financial plan will help guide you through market cycles.  It will remind you during the not-so-good times, why and how your portfolio is developed.  Your portfolio will be actively managed under fiduciary principles.

Review

We will have a minimum of one comprehensive review per year. Communication is very important to us. It is important to share your thoughts so that we can help guide you. This review will look at the financial plan and the portfolio to determine if changes need to be made.  In addition to the annual review, we will communicate as often as you prefer.

Meet Our Team

Alec Price

Alec Price C(k)P®, CPFA® & CRC®

Founding Partner, Wealth Manager

Justin Dwyer

Justin Dwyer

Client Service Associate

Ready to get started? We are ready to help.

Contact Us
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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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