Trent Porter

CFP®, CPA

Priority Financial Partners

Financial Advisor, Investment Manager, Tax Planner

I can work with clients anywhere!

Trent Porter

CFP®, CPA

Priority Financial Partners

Financial Advisor, Investment Manager, Tax Planner

A goal with out a plan is just a wish... Let us help you turn your goals into a tangible road map! - Trent Porter, CFP®, CPA

Meet your partner for a better, more secure financial future...

At Priority Financial Partners our advisors are part coach, tax guru, investment expert and financial planner. Less stress? You bet. With a dedicated financial advisor on your side, you can secure your financial future, today.

Visit PriorityFP.com to see how our customized approach might be right for you.

After repeatedly witnessing the ways in which family and friends had been taken advantage of by so-called “financial advisors,” Trent Porter wanted to make trustworthy and truly client-focused financial services a reality. So he founded Priority Financial Partners. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and a certified life coach. Drawing upon this expertise, he enables client to shape and transform their financial futures so they can focus on what’s most important in life.

As a director and CCO at nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform. Together they eliminated commission-based biases and put clients’ interests first, an effort applauded by the Wall Street Journal. Prior to arriving at Veritat Advisors, Trent was an advisor with the prestigious J.F. Williams Co., 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.

Trent makes regular media appearances and has been interviewed on NPR as well as hosted the Your Money show on Sirius XM radio. He offers extensive industry insight and personal finance expertise.

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

 

Trent Porter is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

At Priority Financial partners we make your finances a priority, with:

  • Fee-only advice. No commission sales or the bias that comes along with them.
  • Comprehensive planning. Make sure your goals align with your investments, insurance, taxes, estate and retirement plans.
  • Tax optimization. Gain peace of mind. You’ll never pay more tax than necessary.
  • Evidence-based investing. We build portfolios driven by decades of financial science, not the marketing guys downstairs.
  • Unlimited access. Reach your dedicated advisor however is best for you. Get on-call advice and support.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Trent Porter is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Trent Porter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Trent Porter is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • XY Planning Network
    Trent Porter is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Trent Porter

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 143 E 10th St
    Durango, CO 81301
  • 50 South Steele Street
    Suite 250
    Denver, CO 80209

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser