Life Stages. Market Phases. Ups and Downs.
We help you plan and understand your financial future.
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Life stages. Market phases. Ups and downs.
We help you plan and understand your financial future.
Learn More
Life stages. Market phases. Ups and downs.
We help you plan and understand your financial future.
Learn More
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We assist our clients with Protection, Retirement Services, Investment Products, Estate Planning, Succession, Qualified & Non- Qualified Plans and Group Benefits.

team of financial advisors

Collaborate With a Team of Trusted Financial Professionals

We provide multi-generational planning and portfolio analysis and review to business owners and high-net-worth individuals in order to help define their legacy and plan the future they deserve.

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An Educational Approach to Financial Planning

We are a team of hands-on financial professionals who want to simplify the process. We teach you how to easily understand your wealth in a way that provides you with basic knowledge and actionable advice. In return, this will help you paint a clearer picture of where you are today and where you want to be in the future.

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Choose a Collaborative Model That Works for You

Our firm goes beyond a one-size-fits-all philosophy. We provide two different models to address your needs. Whether you are looking for a fee-based financial planner or simply a financial professional to help develop strategies for a portion of your assets, we can serve in the capacity that is appropriate for your situation.

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Schedule a Free Consultation

If you’re ready to get started, we are here to help! Schedule a consultation with us so we can discuss your questions, concerns, and goals one-on-one.

Articles Written by Christopher Price

Google Reviews

Chris is an excellent communicator, always keeping us abreast on changes and guidance on opportunities in the market. I feel my our accounts are in the best of hands with Chris and his wonderful team!
I have nothing but good things to say about Chris & his team, I highly recommend his services!
We met Chris about 7 years ago and we instantly bonded as friends. He sat with us and helped us lay out a financial plan keeping in mind our very specific needs. His down to earth approach to walk alongside provided us with a confidence in his team’s ability to help our investments grow. Chris never pressures us to do anything that would put our long-term goals in jeopardy. On the contrary, he has always provided realistic expectations and has exceeded them in every way. Chris’ professionalism and knowledge also extends to his support team, Johanna & Tara; always just a phone call or email away with quick response. Whether you’re a beginner or seasoned investor, we highly recommend Chris Price and his team.
Investing with Chris Price continues to be a positive experience with positive returns that continue to exceed expectations. Thank you to Chris and his staff for all you do!
I have been working with Chris and his team for several years. He is very professional and thorough when explaining my options and giving his advice. He reaches out often to discuss my accounts and ensure I’m comfortable with how they are being managed. I have recommended him to friends and family because I
know they will be treated well. I wouldn’t hesitate to recommend him again in the future.
Christopher Price and his team helped me begin my financial journey. Their commitment to personalized guidance and strategic insights helped me feel empowered and informed in my financial decisions. He and his team exemplifies professionalism and dedication so that I can rest peacefully at night
Chris and his team have been incredibly professional, helpful, and attentive over the roughly 4 months I’ve been with them. They’ve managed my money super effectively, and I’m grateful for their work. Would recommend Chris Price to anyone wondering.
Chris Price and his team are very responsive to your needs, questions, and concerns. We never felt rushed or pressured to make any commitments or decisions. Integrity, respect, and honesty is key the to their success and your financial future.,
Been with them a long time and am very pleased with their services.
Chris and his entire team are exceptional. They go out of their way to understand each client’s unique needs and to customize a plan to ensure you achieve your goals. They are also realistic and make sure that your goals are in line with what you can actually achieve. I highly recommend working with Chris and his team to plan your financial future.
Chris and his team are amazing!
Chris is always available for any questions and or consultations, and he keeps us up to date on what’s going on with the market
It’s invaluable to have someone so trustworthy and competent handling your assets. He’s great at communicating and always helps put my mind at ease when making decisions and planning for the future.

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