Kaleb Price is a Member and Wealth Advisor at BCM Advisors, joining the firm in 2023 after nearly a decade in public accounting. Leveraging his strong foundation in tax and financial reporting, he brings a detail-oriented, strategic approach to wealth management.

Kaleb works with clients to develop tailored financial strategies, with a particular focus on tax efficiency and long-term optimization. His ability to integrate tax insight into broader financial planning helps clients make more informed decisions and maximize the impact of their wealth over time.

Kaleb’s expertise spans investment management and goals-based financial planning, with specialized knowledge in:

• Financial Statement Analysis
• Retirement Withdrawal Strategies
• Retirement Savings Strategies
• Tax Efficiency Strategies