An Independent, Fee-Only
Financial Advisory Firm.

Let's Begin

Welcome to CL Price Financial

CL Price Financial is a fee-only financial planner and investment manager dedicated to providing friendly service and logical advice to clients.

We are fiduciaries and embrace the responsibility to ensure our clients' interests always come first. Should a potential conflict of interest arise, we will let you know.

Investment Management

A distinctive approach, backed by our exceptional qualifications.

  • Design

    Bringing simplicity to the complexities of life. Through Custom Portfolios.

  • Management

    Centered solely on our clients’ best interests and free from hidden agendas.
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Investment Management

Financial Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.

  • Planning

    Your financial life isn’t limited to investing, and neither should your advice be.

  • Transitions

    Helping you manage the financial events throughout your life and your business.
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Simply Better Financial Advice

Why Choose Us
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Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.
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Fee-Only

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
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Comprehensive

It's more than just investing successfully. We understand the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Get in touch

Contact

  • Phone:
    (914) 456-2812
  • E-Mail:
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Clients

Broker Check

Clearing, custody, and other brokerage services provided by Fidelity Brokerage Services, LLC, member of NYSE, SIPC. Investment advisory services are offered through The Investment Advisor Group, a Registered Investment Advisor. CL Price Financial and Fidelity Investments are not insured and may lose value. IAG and CL Price Financial are affiliated. IAG can be reached at 607-930-4338 x1 or by mail at PO Box 568; Hancock, NY 13783.
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