PORTLAND, Ore., Feb. 24, 2021 – Price Financial Group, an independent investment and wealth management firm in Beaverton and Portland, OR, is excited to announce their alignment with Carson Partners. Bo Caldwell, CEO and Wealth Manager as well as Matt Mai, CIO and Wealth Manager, along with their entire team, made the decision to further strengthen their movement in financial services and set a new standard for delivering an engaging client experience in the Pacific Northwest.
The partnership was the culmination of a year-long relationship between Bo Caldwell, Matt Mai and Ron Carson, founder and CEO of Carson Group. Price Financial Group, which currently manages $172 million in assets for their family clients, will continue as an independent firm just as it does today, remaining in charge of all business decisions and operations, but now with the added resources, people, infrastructure and technology to help the firm in its next phase of growth.
“Our client service model is deeply aligned with Carson, as well as our longstanding commitment to always put our clients’ best interests first,” said Bo Caldwell. “Ron is considered by many to be one of the most recognized and trusted advisors nationwide, and we are extremely excited for what our partnership together will bring to the table, both for our firm and our clients.”
“The marketplace is clamoring for high value, no matter the industry or profession,” said Ron Carson. “Investors are demanding more and more from advisors. The Price Financial Group team recognized this shift taking place under our feet and made some extraordinary leaps in the future growth of their firm. Their clients will see the immediate effects by having increased access to more resources, fee/cost reduction, an innovative online experience, more investment options, improved high net-worth planning and succession strategies.”
The affiliation with Carson was prompted by Price Financial Group’s continued growth, expanding reputation, and its commitment to providing the highest-value solutions and superior service for its clients.
Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies and currently serves more than 36,000 families through more than 130 partner locations across the country.