Priority Financial Partners

Priority Financial Partners serves individual and high‑net‑worth clients through a two‑advisor team that manages roughly $100 million across about 80 client relationships. The firm offers comprehensive financial planning and ongoing investment management as its core services, and also provides project‑based and hourly planning engagements for specific needs.

The firm’s investment approach is passive and asset‑class based, using low‑cost mutual funds and ETFs to construct diversified allocations tailored to each client’s risk tolerance and goals, with regular monitoring and annual plan reviews. Financial planning is integrated into the advisory relationship, and the firm documents IRA rollover comparisons and other fiduciary analyses when recommending retirement account decisions.

Distinctive features include a small advisory team with professional credentials (both advisors are CFP certificants and one holds a Ph.D.), resulting in a relatively low client‑to‑advisor ratio compared with many peers. The firm discloses a formal minimum advisory arrangement and a specific policy on digital assets—characterizing them as speculative and limiting exposure—while clients retain responsibility for proxy voting.