Priority Financial Partners

Our family has partnered with Trent and the Priority Financial Partners team for over a decade. They have been thoughtful and pragmatic in helping us build a solid financial foundation. It’s a relief to know someone we trust is taking the lead and steering us in the right direction, even when we change our plans drastically. Though my husband and I both have finance backgrounds, we wanted these very important decisions being managed professionally. We were bound to make suboptimal decisions and miss important opportunities if we tried to self-manage our estate. The financial returns above what we could earn in the market ourselves doesn’t hurt either! We look forward... read full review

I wholeheartedly recommend Trent and his team as financial advisors. His thorough approach to analyzing our financial situation provided us with a comprehensive understanding of our options as how to best plan for our future. Trent's investment advice and guidance have been instrumental in helping us navigate the complexities of financial management and planning. What truly sets Trent apart is his genuine care and attention to our goals both financial and in life. He takes the time to understand our aspirations and works tirelessly to help us achieve them. Thank you Trent, Jenn and Derek!

Trent and everyone we work with at Priority Financial has been professional, honest, and straight-forward about our finances and our plan. Never had such peace of mind around money.