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Priority Financial Advisors, LLC
Priority Financial Partners is a fee-only fiduciary firm offering comprehensive financial planning that aligns goals with investments, insurance, taxes, estate...
Priority Financial Advisors, LLC
Priority Financial Partners is a fee-only fiduciary firm offering comprehensive financial planning that aligns goals with investments, insurance, taxes, estate and retirement plans. They emphasize tax optimization, evidence-based investing driven by academic research, and transparent pricing with no commissions or hidden fees. They work with clients across a broad spectrum of situations and are the best fit for those with investments totaling at least $750,000 and nearing retirement.
General information
Firm type
Multi Family Office
Location
City
Durango
Principals
Trent Porter
CPA, CFP® — Financial Advisor, CEO
Derek Lawson
Ph.d., CFP® — Financial Advisor & Chief Investment Officer
Katy VanMeerhaeghe — Associate Advisor
Ashley Quamme
LMFT, FBS®, CFT™ — Money Mindset Coach
Mark Porter — Director of Compliance and Security
Violet Zinkerman — Director of Getting Sh!t Done
Frequently asked questions
Who runs Priority Financial Advisors, LLC?
No named principals are publicly identified in available sources for Priority Financial Advisors, LLC. The firm's management structure remains undisclosed.
What is the AUM of Priority Financial Advisors, LLC?
Priority Financial Advisors, LLC has not disclosed its AUM in any public filing or communication. It is classified as Undisclosed.
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