About Us
Locally rooted, built on decades of trust
Price Financial is proud to serve business owners, families, and individuals in Houston—the place we call home. For generations, we’ve built relationships based on trust, education, and a commitment to helping people enjoy the fruits of their labor.
Guiding you yesterday, today, and tomorrow
The Price Financial team has served Houston, Texas, and the surrounding area for decades, helping parents, children, and grandchildren navigate every stage of life. Our plans are built to last, so your values and vision carry forward to the next generation.
Tax knowledge woven into every strategy
Nothing takes the wind out of your sails like an unexpected tax bill. We weave tax planning into every part of your financial life—from running your business and managing investments to passing down your legacy—so more of what you’ve built stays with you and the people you love.
The values that drive us
These principles shape the way we work and are the reason people trust us for the long haul.
Deliver deep, generational care
We believe in the value of asking better, deeper questions. By understanding your story, your family culture, and what makes you tick, we can offer advice that reflects your worldview, to guide your family for generations.
Empower through education
We believe education builds confidence. Whether it takes five minutes or three hours, we take time to explain the why—so you can feel informed, equipped, and empowered to make decisions that truly fit your life.
Approach tax with precision
Precision in wealth management matters—especially when it comes to taxes. We work to get it right the first time, spot what others miss, and tie every financial decision back to its real-world tax impact.
Solve for the complex
We are problem-solvers. For the unique, the complex, and the unexpected hurdles you face, we go the extra mile to find the solutions that simplify your life and move you toward your goals for each generation.
Tailored guidance for business owners like you
Owning a business changes everything about money, taxes, and planning for the future. We’ve spent decades helping business owners like you organize it all into one clear strategy. From day-to-day decisions to big transitions, we help your business, family, and life work toward the same goals.
Bring clarity to your business and life
Your business and personal finances deserve a strategy that works together. We'll help you build one.
Where wealth management meets tax strategy
By partnering with Avantax, we bring tax strategy and wealth management together to create one clear plan for your future.
Who We Work With
Business owners, families, and individuals count on us to connect the dots across taxes, investments, and planning.
Our Approach
We lead with integrity and personal attention, creating relationships built on trust, care, and understanding that last for generations.
Our Team
We’re more than advisors—we’re partners who want your hard work to pay off now and for years to come.
