PRIORITY FINANCIAL PARTNERS

Overview

Priority Financial Partners operates as an independent RIA serving individuals, families and some institutional clients. The firm emphasizes portfolio management and financial planning for individuals and small businesses and implements fee arrangements that include a percentage of assets under management, hourly work and fixed-fee engagements. Investment implementation leans heavily toward pooled public vehicles—mutual funds and other public funds—rather than direct, concentrated single-stock strategies. The firm is not described as an active ESG investor. Client work appears to be advisory and discretionary in nature: nearly all assets are managed on a discretionary basis, with only a nominal amount of non-discretionary holdings. That structure suggests portfolio-level decision-making and model-driven allocation rather than a high volume of bespoke security trading for every account.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices