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Oregon-Based Wealth House Aligns With Carson

Editorial Staff, February 26, 2021


Price Financial Group is an independent investment and wealth management firm in Beaverton and Portland.

Oregon-based Price Financial Group, the wealth manager, has aligned with Carson Partners. Price Financial’s CEO is Bo Caldwell and chief investment officer is Matt Mai.

Price Financial Group, which manages $172 million in assets for their family clients, will continue as an independent firm, it said in a statement.

Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms. The organizations are based in Omaha, Nebraska.

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