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.
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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.
Upcoming Events:
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Comprehensive Financial Planning
Our comprehensive financial planning begins with listening to you, analyzing your situation, circumstances, goals, and objectives, and recommending strategies designed to meet your needs.
Divorce Services
Whether you are contemplating a separation or divorce, or are in the midst of negotiating a settlement, divorce financial planning can be critical to helping to ensure all considerations are adequately addressed.
Divorce Specialist
Hollis Hardiman, CDFA™
Hollis provides financial, retirement, and wealth management services to her clients. She specializes in helping people navigate major life transitions including divorce, the loss of a spouse, and preparing for retirement.
As a Certified Divorce Financial Analyst (CDFA), Hollis firmly believes in building a support team of divorce professionals including attorneys, mediators, and therapists that can help her clients make the best decisions during these emotional times. As a child of divorced parents, Hollis witnessed firsthand the consequences when sound financial decisions are not made.
Hollis is certified in both mediation and collaborative divorce. She is well trained to advocate for one party or serve as a neutral party for the couple during the divorce process. While being part of the support system with the attorneys and mediators, Hollis is able to guide her clients through their short-term and long-term settlement options.
Through Divorce Resource of CT, Hollis provides monthly divorce workshops to help women navigate the complicated process of separation and divorce.
Hollis grew up in Fairfield, CT, and now splits her time between Fairfield, CT, and Palm City, FL. In her free time, she enjoys spending time with her husband and extended family, walking her two dogs, and playing tennis.
Phone: 203.423.5985
E-mail: [email protected]
Estate Planning
We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
Wealth Management
Our goal is to help you preserve and protect what is most important to you and your family. Our approach to asset allocation and investment planning seeks to help you.
Retirement Planning
If you have questions about how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and objectives and “stress test” your current retirement strategy.