About Price Financial Group Wealth Management, Inc.
<p>Founded in 2004, Price Financial Group Wealth Management, Inc. works with clients across the Portland metro area from its headquarters in Beaverton, Oregon, and also serves individuals and families throughout Oregon and Washington.</p> <p>The firm is a registered investment advisor and <a href="/plan-advisors">plan advisor</a> that provides investment management and ongoing financial planning. Its work often includes retirement planning, estate planning, and education planning for households that want a long-term plan tied to clear investment decisions.</p> <p>Price Financial Group Wealth Management also offers 3(21) fiduciary services for employer-sponsored retirement plans, supporting plan sponsors with investment guidance while the sponsor retains final decision-making authority. A key differentiator is its focus on independent, fiduciary advice delivered through a small-team advisor model.</p> <p>As of 2026, the firm reports $0.1B in assets under management.</p> <ul> <li>Registered investment advisor (RIA)</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment management and portfolio oversight</li> <li>Retirement, estate, and education planning</li> </ul>
Website: https://www.pricefinancial.net/
Founded: 2004
Office Locations
- Beaverton, OR (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $140.6M