Trent Porter

CFP®, CPA

Priority Financial Partners

Financial Advisor, Investment Manager, Tax Planner

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.

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.

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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

We work remotely with clients across the country as well as in person from our Denver and Durango offices.

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 the country’s 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)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • 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

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Office Locations:

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

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