
Neal Price, CPA, CFA®, CFP®
Principal
Neal has been advising clients on the stewardship of their wealth and other financial needs since 1988. Prior to founding SWP in 2008, he was a Senior Managing Director with Mesirow Financial. Earlier in his career, Neal was with Kemper Securities (now Wells Fargo) and Arthur Andersen.
With the evolution of a confusing marketplace and complex industry, Neal is energized by helping clients sort through the facts and the misinformation they encounter when seeking to achieve their financial goals. Whether his client is worried about not having enough through retirement or concerned about losing family values by having too much wealth, Neal feels a serious responsibility to fulfill each client’s unique objectives. As Neal has been working with some of his clients for decades, he finds deep gratification from seeing planning unfold that was done many years ago.
The feeling of helping to make a difference in others’ lives is what drives Neal to be a loyal advocate of his clients and a leader in the community. Neal has enjoyed coaching youth baseball, mentoring college students, and has been involved with a variety of not-for-profit organizations for over 30 years. Currently, Neal spends a significant amount of his time mentoring and developing the skills of SWP’s next generations of advisors and staff.
A native Chicagoan, Neal still lives in Chicago’s Northern Suburbs with his wife, Laurie. He is the proud dad of two grown sons, both of whom followed in the family’s proud Illini tradition. In his free time, Neal especially enjoys travel, golf, and spending time in Scottsdale, Arizona.
Favorite Quote
“When you have more than you need, build a bigger table – not a higher fence.”
Written by Neal
Thoughts on the Latest “Easy Money” Scheme
This Election is Really Important… Just Not to Your Portfolio
The PPP and Registered Investment Advisors; Necessary Lifeline or Nice to Have?
Emergency Preparedness in the Age of COVID-19 — The Coronavirus and M*A*S*H
Year-End Tax Strategies…Maybe?
I Finally Did It; How a Veteran Wealth Manager Froze His Credit
What’s All the Hype About the Fiduciary Rule?
Election Aftermath: Strategies to Potentially Reduce Your Tax Bill
2-Minute Investor Update – November 2016
2-Minute Investor Update – January 2016
Neal in the News
SS&C Deliver Conference – Understanding Your Firm’s Valuation and Why it Matters
JUF Young Leadership Division – Wealth Management 101
Leadership & Community
Board of Directors, Jewish Federation of Metropolitan Chicago
Dean’s Business Council, University of Illinois Gies College of Business
Board of Directors, Northmoor Country Club
Charles Schwab TOS (Technology, Operations & Service) Advisory Board
Education
MBA, Northwestern University JL Kellogg Graduate School of Management
BS in Accountancy, University of Illinois Urbana-Champaign
Professional Designations
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®