Trent Porter, CFP®, CPA Priority Financial Partners

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About Trent Porter, CFP®, CPA

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 Partners.

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.

Previously as a 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, an effort that was praised by the Wall Street Journal.

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.


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Recently Published

What's keeping your financial planner up at night.

March 31, 2020

Amid a particularly bad day on the stock market a couple of weeks ago, I got an email from one of my longest-standing clients with the subject “We are fine - read at your leisure.”

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What real estate can teach you about stocks

February 7, 2020

If I asked you to explain to a 5th grader the basics of how people make money investing in real estate, you probably wouldn’t miss a beat: buy a house, collect rent, subtract your expenses and the rest is profit.  Have the average person try to explain how the stock market works however and the answer will likely be about as helpful as asking Kim Kardashian to give her interpretation of campaign finance reform.

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Your Brain Isn’t Wired For Investing

August 15, 2019

George Carlin made a great observation: most people will admit to being bad at math, but no one wants to own up to being a bad driver.  The problem is most of us are much, MUCH worse at math than we even admit to, and it ends up working against us when it comes to investing. 

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Ideal Clients

  • Investment Planning & Management
  • New Wealth
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $2,874+/engagement
  • AUM: 1.95% for the first $250k (0.7% beyond)

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