Financial Advisors
Fort Lauderdale, FL
Chris Price Financial Planner is a Fort Lauderdale-based financial advisory firm specializing in comprehensive wealth planning for business owners and high-net-worth individuals. Led by Christopher Price, the team offers multi-generational planning, portfolio analysis and review, retirement strategy, Social Security optimization, and estate and business planning through an educational, collaborative approach. They provide flexible service models including fee-based planning and advisory services for specific assets, with a focus on simplifying complex financial concepts and helping clients understand their current position and future goals.
Ideal for: Business owners, high-net-worth individuals, those seeking retirement planning, families interested in multi-generational wealth planning
Service area: Fort Lauderdale and surrounding South Florida areas
Educational, Simplified Approach: Chris Price Financial Planner teaches clients to understand their wealth through actionable advice and educational workshops rather than using jargon-heavy presentations. This hands-on approach helps clients see a clearer picture of their finances and future goals.
Flexible Service Models: The firm offers both fee-based planning and advisory-only models, allowing clients to choose the engagement level that fits their specific situation rather than forcing a one-size-fits-all approach.
Multi-Generational & Business Owner Expertise: Specializes in legacy planning and comprehensive strategies for business owners and high-net-worth individuals, including estate and business planning workshops and services.
Address: 1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334
Phone: (954) 625-1531
Website: chrispricefinancialplanner.com
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