Merit | Wilton Location

We specialize in helping individuals and families navigate life’s transitions. Through every phase of your life, you can depend on us to help you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.

We empower our clients to embrace their financial future with optimism and the confidence of knowing they have a plan in place to not outlive their money.

Lori R. Price, CFP® is the Founder, President and CEO of Price Financial Group. She has been providing financial, retirement, estate planning and wealth management services to her clients in Connecticut, Florida and across the country. After earning a certification as a divorce financial planner in 1998, she developed a more specialized focus on guiding affluent women through the transition of divorce or losing a loved one.

Lori has been welcomed as a guest speaker at national conferences and has conducted over 350 workshops covering all aspects of financial and estate planning. She has been widely recognized in the industry by Barron’s, Connecticut Magazine and Wealth Manager Magazine among others. She has also been the recipient of the Women's Choice Award for the past eight years.

Click here to learn more about Lori Price and the Wilton team

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Womens choice financial firm 2022 award seal

Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry. Accomplishing this by creating long-lasting multi-generational partnerships.

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We are excited to share our team was featured in Good Morning Wilton. To read more about our Wilton team and how we are working to empower women, click the link below!