CL Price Financial

Your Financial Future, Managed With Integrity.

Independent. Fee-only. Always working in your best interest.

No commissions. No proprietary products. Just honest advice.

I work for YOU.

As a fee-only, independent financial advisor, my compensation comes solely from you — not from commissions or product sales. That means every recommendation I make is designed around your goals, not mine.

Comprehensive Financial Guidance

Investment Management

Tailored portfolios built around your goals, time horizon, and risk tolerance — with full transparency through Fidelity.

Retirement Planning

Strategies to help you accumulate, protect, and distribute wealth across every stage of your financial life.

Fee-Only Advising

No commissions. No conflicts of interest. You pay a straightforward fee and receive unbiased, fiduciary advice.

A Different Kind of Advisor

Most advisors are paid to sell you products. I'm paid to give you advice. That distinction matters more than most people realize.

Free initial consultation — no obligation, no charge.

25+ years of experience guiding clients through every kind of market.

ChFC designation and Series 65 license — held to a fiduciary standard.

Affiliated with IAG, an SEC-registered RIA, for institutional-grade oversight.

Full portfolio transparency via Fidelity and RedBlack rebalancing software.

Knowledge drives better financial outcomes.

Use our free financial calculators to plan, project, and make more informed decisions — then bring your questions to a conversation with Chris.

Ready to take control of your financial future?

The first conversation is free. Let's talk about where you are, where you want to be, and how to get there.

Schedule a Free Consultation

No charge. No obligation. Just a conversation.

CL Price Financial Advising

2026 CL Price Financial Advising. All rights reserved.

Fee-only · Fiduciary · Independent

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services offered through the Investment Advisor Group, LLC (IAG), a SEC-Registered Investment Advisor. Advisor Services and Asset Management provided by RedBlack Advisers, Inc, an SEC-Registered Investment Advisor. IAG, RedBlack and CL Price Financial are not affiliated entities.

Securities and Custodial Services offered by Fidelity Investments, Inc. and Charles Schwab, members FINRA/SIPC. CL Price Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of IAG, RedBlack, Fidelity and Charles Schwab. CL Price Financial does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of NY, PA, NJ & NH. CL Price Financial only conducts business or provides localized advice in states where properly registered, exempt, or excluded from registration requirements.

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Client Access

Accounts at Fidelity Investments can be viewed by clicking here.

Accounts at Charles Schwab can be viewed by clicking here.

If you have any issues logging into Fidelity Investments or Charles Schwab, contact them directly. Fidelity (800) 343-3548, Schwab (800) 435-4000.

To enter the reporting system, please click here. If you have any trouble with your IAG reporting system login, please contact me directly for assistance.