Price Financial Group, an independent investment and wealth management firm overseeing $172 million in assets for family clients, has affiliated with Carson Partners, a division of the Omaha, Neb.-based Carson Group, the companies recently announced in a news release.
CEO and wealth manager Bo Caldwell and CIO and wealth manager Matt Mai lead the Price Financial practice, which has offices in Beaverton, Ore., and Portland, Ore.
Price Financial has been in business for over three decades and specializes in preparing customized financial plans, retirement planning and investment management.