Priority Financial Partners

Trent Porter, CPA, CFP®, founded Priority Financial Partners with a singular mission: to provide the kind of clear, honest financial guidance he wished his own family had received. Operating as fee-only fiduciaries, the firm avoids commissions, kickbacks, and referral biases, ensuring every recommendation aligns with the client’s best interest. The team specializes in comprehensive planning for individuals nearing retirement who hold at least $750,000 in investments, offering services that span wealth management, tax optimization, and estate planning. Their investment strategies are driven by academic research and Nobel Prize-winning science rather than sales tactics, aiming to reduce stress and increase confidence in long-term financial security. Clients benefit from unlimited access to their dedicated advisors, who serve as coaches, tax experts, and investment strategists. While the firm works with clients across the country remotely, they maintain physical offices in Denver and Durango, allowing for in-person consultations. Porter, who has been interviewed on NPR and co-hosted the Your Money show on SiriusXM, brings a unique blend of tax depth and life coaching to the practice. Alongside Chief Investment Officer Derek Lawson, Ph.D., CFP®, the advisors focus on building sustainable income strategies and transparent pricing structures that eliminate hidden fees.