Please join me in congratulating Matt Price – my partner, son, and good friend – for being named as one of the top financial advisors of his generation in the state of Texas. There were over 42,000 nominations for this award and this honor reflects Matt’s continued commitment to putting the needs of our clients first.
According to J.D. Power, the average age of financial advisors across the country is 56, with some 20% of the advisors expected to retire in the next 5 years. In the coming years, many experts expect that quality financial advice will be more difficult to find as older advisors retire. While I am not retiring in the next few years, I am extremely confident in Matt’s ability to meet the needs of the valued client families for decades to come. Bottom line… there is tremendous value to clients that utilize a multi-generational team committed to providing fiduciary centric counsel and advice.
About the Author
Randy Price serves as a Partner and an Executive Managing Director for The Price Group of Steward Partners. He resides in Houston with his wife, Lindy, and the family golden retriever. Lindy and Randy are recent empty nesters as their five children have all moved out of the house. Over the past 30+ years, Randy has helped families find comfort, confidence, and clarity regarding their wealth and their legacy. Randy firmly believes that everyone needs a wealth coach!
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Source: Forbes.com (July, 2023). SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.
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