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. Prior to Veritat Advisors, Trent worked as an advisor for the prestigious J.F. Williams Co., located in Denver, CO.
From regular interviews on NPR 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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