Price Financial Group

Price Financial Group

Price Financial Group was founded in 2022 in Tigard, Oregon. The advisory team, led by Matt Mai, AAMS®, Justin Exposito, MBA, and Matt Sudol, positions itself as a fiduciary for individuals and families seeking consolidated financial planning. The firm's service model integrates estate planning, retirement strategies, tax planning, and education funding into a single advisory relationship, distinct from asset-management-first competitors. The firm advises on investment management, retirement planning, financial planning, estate planning, and education planning. Its footprint covers the Portland metropolitan area and extends into southwest Washington, with physical offices in Tigard, Clackamas, and Beaverton, Oregon, plus Camas and Vancouver, Washington. The firm structures its advice around five pillars it calls a complete financial plan: cash flow analysis, investment strategy, tax planning, retirement projections, and legacy transfer. A nine-person professional team runs the firm, split between six advisors and three operations staff. The group does not publicly report assets under management or aggregate deployment figures. In 2025, the firm published a series on financial planning fundamentals, including pieces on year-round tax strategy and the five pillars of a complete financial plan, signaling a focus on educating existing and prospective clients rather than promoting specific investment vehicles. Price Financial Group's structure as a multi-office, planner-first fiduciary sets it apart from the digital-only and asset-gathering models that dominate the post-2020 RIA landscape. The firm operates without a corporate parent or disclosed institutional capital partner, suggesting it remains a founder-owned practice whose growth is tied to local client referrals and professional network introductions across the Portland-Vancouver corridor.