My decision to become a financial professional is deeply personal. I saw friends and family struggle to find the guidance they needed to plan for their futures, and it inspired me to help others do the same.
By combining my experience in personal finance with a commitment to clear, approachable education, I help clients better understand their financial lives and make confident decisions about the future. Over time, this approach has become a defining part of how I serve my community.
Because no two individuals are alike, every client receives my full attention—from planning through execution and ongoing support. I take a proactive approach, using thoughtful, efficient strategies to help you pursue your financial goals with clarity and confidence.
Alec Price C(k)P®, CPFA® & CRC®
Founding Partner, Wealth Manager
856-422-9600
alec@pricefm.com
Alec Price has been serving the financial needs of professionals, business owners and their families for more than 33 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, Alec takes a comprehensive approach to address your financial needs. After getting to know you and fully understanding your investment objectives and your tolerance for risk, Alec works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Originally from Philadelphia, Alec graduated from Drexel University with a B.S. in accounting. He earned the professional designation of Certified Retirement Counselor® from the International Foundation for Retirement Education. Prior to joining Concurrent Investment Advisors in 2023, Alec worked for Merrill Lynch for 14 years. Away from the office, Alec enjoys riding bikes, golfing and spending time with his family.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you.