Priority Financial Advisors, LLC

Priority Financial Advisors is an independent registered investment adviser that provides ongoing investment supervisory services and hourly financial planning to individuals and high‑net‑worth individuals, and offers day‑long educational seminars and workshops at no charge. The firm manages client portfolios using a defined Investment Policy Statement for each client and accepts discretionary authority to implement those plans.

The adviser employs a mix of charting, fundamental, technical and cyclical analysis to build portfolios composed primarily of mutual funds, equities, bonds, ETFs, REITs and insurance products (including annuities), and provides at least quarterly account reporting through custodians. All account reviews are performed by the firm’s sole advisory management person, who documents risk tolerances and monitors portfolios against client objectives.

What is notable about this firm relative to many peers is its very small client roster and single‑advisor operating model, with the principal conducting all reviews and requiring clients to use the firm’s recommended custodian rather than permitting directed brokerage. The adviser is also licensed to sell insurance products (which may be commissionable), does not participate in wrap programs or accept performance‑based fees, and provides complimentary educational workshops — features that may be uncommon among similarly sized independent advisers.