# Priority Financial Advisors, LLC

Priority Financial Advisors, LLC is a Multi Family Office based in Durango.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Durango
- **Assets under management:** Undisclosed
- **Website:** priorityfp.com

## Regulatory record

- **CRD number:** 143405
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143405

## About

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.

## People

- 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

## 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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Last updated: 2026-08-11T15:07:49.000Z

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