Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

Sign in
Sign in
TEAM

Meet your financial specialists.

A.J. Price, CPA, CFP®

Wealth Advisor

A.J. is relationship-driven and takes pride in delivering objective advice to the people that trust him to guide their wealth.

As a Wealth Advisor at Strategic Wealth Partners (SWP), A.J. works with high-net-worth individuals, families, and charitable organizations to achieve their long-term financial objectives. He does this using a comprehensive approach that considers a client’s unique financial resources, tolerance for risk, and personal goals. And while investment management is certainly a focus of this work, A.J. gets the most satisfaction from helping people simplify their financial lives, optimize their long-term strategy, and feel more confident about their legacy.

In addition to holding a CERTIFIED FINANCIAL PLANNER® certification, A.J. is a Certified Public Accountant who started his career with the Business Risk Services division of Grant Thornton LLC. In this role, he provided independent reviews of corporate financials and risk controls. This understanding of balance sheets and income statements — “the language of business” — now forms the foundation of his work with clients, and this experience allows him to make strategic tax planning and guidance a central part of his work.

After his time at Grant Thornton LLC, A.J. spent time as a Financial Planner at the nation-wide advisory firm, Creative Planning, before joining SWP as an Associate Wealth Advisor in 2018.

Outside of the office, A.J. is an avid Chicago Bears, White Sox, and Fighting Illini fan who can be found by his wood-fired smoker most weekends, cooking up brisket, chicken wings, and ribs for friends and family. His other interests include personal aviation and international travel.

Education

BS in Accountancy, University of Illinois

Professional Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER®

Leadership & Community

Deerfield Youth Baseball Association
Jewish Child & Family Services (JCFS)

Office Location

Deerfield, IL

Related

Financial Planning
Portfolio & Planning Considerations for the Second Half of the Year
As we transition from the first to the second half of the year amidst a positive market but an uncertain economic picture, it's crucial to adapt your financial approach accordingly. In this article, I outline six different investment and planning topics with high-level considerations to help optimize your financial plan before year-end.
Read More
Financial Planning
8 Helpful Tips to Start Your Financial Year Off Right – 2023 Addition
off in the right direction. Since much of the information below still applies, I’ve decided to recirculate with minor updates that consider 2023 tax laws. Having a well-thought-out plan can pay dividends (pun intended) in 2023 and beyond. Lastly, as a bonus, if you make it to the end of this article, you’ll find results from my 2022 goals and my new goals for this year.
Read More