Lori Price

Wealth Manager & Partner, Founder of Price Financial Group

Merit Financial Advisors

15 River Road, Suite 15B
Wilton, CT 06897

: 203.762.8499

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We specialize in clients seeking personalized wealth management services as they prepare for life transitions: divorce; widowhood; inheritance; job change; or retirement.

Certifications & Licenses:

CFP®

States where licensed: AZ, CA, CT, DC, FL, GA, ID, IL, IA, MA, MD, ME, NC, NH, NJ, NM, NY, OR, PA, RI, TN, TX, VA, VT, WI

Guiding women through life’s transitions became my passion many years ago when a client asked for advice during her divorce. It is especially gratifying for our all-female firm to empower other women through comprehensive wealth management and financial education to achieve their goals and reach for their dreams. - Lori Price

Our Practice

At Price Financial Group, we are caring, independent advisors who focus solely on serving our clients’ needs and acting in their best interests. We specialize in helping women and retirees navigate life’s transitions – helping them define their needs and determine how much they can spend and not outlive their money. Through every phase of life, we help our clients protect and manage their assets, prepare for retirement and unexpected events. We listen and respond to our clients’ needs and try to educate them about their risks and opportunities using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead with great care along the path to pursuing our clients’ goals.

Services Offered and Area of Focus

Personal Financial Planning
Divorce Financial Planning
Planning for Women in Transition
Investment Management
Family Wealth & Estate Planning
Retirement Financial Planning
Insurance & Risk Management

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Disclosures

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, Botsford Private Wealth, Worksite Financial Wellness, Financial Development Systems, IM Wealth Care, Tedstrom, and Independent Advisor Partners are separate entities from LPL Financial.

Broker: LPL Financial
Term: 3/11/2022 - 12/31/2023

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The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.