Priority Financial Partners
Financial Advisor, Investment Manager, Tax Planner
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
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
143 E 10th St
Durango, CO 81301
50 South Steele Street
Denver, CO 80209