Trent D. Porter

Trent D. Porter

| CFP®, CPA

Priority Financial Partners

720.319.8885

Contact Me

Fee-Only Financial Planner with offices in Denver and Durango, CO - serving clients locally and across the country

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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50 South Steele Street
Suite 250
Denver, CO 80209

143 E 10th St
Durango, CO 81301

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Trent Porter is a Fee-Only Financial Planner serving Denver and Durango, CO and clients across the country. Priority Financial Partners specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Trent Porter is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Trent Porter is a Fee Only Financial planner in Denver, CO. Trent Porter is a NAPFA-Registered Financial Advisor.

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Planning, LLC in 2006. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients' financial futures, enabling them to focus on what's really important in life.

 

As a former director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first. The Wall Street Journal wrote in praise of this effort, “The middle class might finally stand a decent chance of getting upper-class advice.”

 

Prior to Veritat Advisors, Trent worked as an advisor for the prestigious J.F. Williams Co., located in Denver, CO. He holds a master’s degree in accounting from Colorado State University and is a graduate of Florida State University’s financial planning program. From regular features in the Wall Street Journal to guest hosting the "Your Money" show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

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After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Partners. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.

Previously as a director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first, an effort that was praised by the Wall Street Journal.  Prior to Veritat Advisors, Trent worked as an advisor for the prestigious J.F. Williams Co., located in Denver, CO. He holds a master’s degree in accounting from Colorado State University and is a graduate of Florida State University’s financial planning program.

From regular features in the Wall Street Journal to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

Trent is passionate about collecting vinyl records, mountain biking, playing the guitar and hiking 14’ers with his wife and their unruly dog Louie. 

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