Price Financial Management - Alec Price, CPFA®, CRC®, C(k)P®

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 C(k)P®, CPFA® & CRC®

Founding Partner, Wealth Manager

Sharon Roman

COO | Administrative Director

Ready to get started? We are ready to help.

Contact Us

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Learning Center

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

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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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.

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