Priority Financial Group

We’re thrilled to share a snapshot from RIA Edge West, where our CEO, Mike Prior, took the stage with industry peers to discuss succession planning strategies that drive business continuity, client retention, and maximize business value. It was a fantastic opportunity for Mike to engage with other leaders and share insights on how independent RIAs can navigate the complexities of succession planning to achieve long-term success. We’re proud to be part of such an impactful conversation and committed to helping advisors build sustainable, thriving businesses. Thank you to everyone who joined us and contributed to the discussion! #RIAEdgeWest #SuccessionPlanning #IndependentRIA #PriorityFinancialGroup #FinancialAdvisors

?? October is National Financial Planning Month! At Priority Financial Group, we understand the unique value credit unions bring to their members' financial well-being. As a trusted partner, we help credit unions offer unbiased, personalized financial planning services that focus on members’ best interests—not on product sales. By collaborating with us, credit unions can provide: 1?? Tailored Financial Guidance 2?? No-Pressure Advice 3?? Affordable, Accessible Services 4?? Financial Education Resources 5?? Comprehensive, Holistic Planning Financial Planning Month is the perfect time to remind members that it’s never too early—or too late—to start planning for the future. Together, we can help credit unions support their members in achieving long-term financial success. Click the link below to read the full article! #FinancialPlanningMonth #CreditUnions #WealthManagement #PriorityFinancialGroup

?? We’re excited to announce that our CEO, Mike Prior, will be taking the main stage at RIA Edge West this week! ?? Mike will be joining a distinguished panel of industry leaders to discuss critical succession planning strategies. Together, they will explore approaches to ensure business continuity, optimize client retention, and maximize business value. As a third-party RIA firm, we understand the importance of thoughtful planning and strategies that support long-term success. We look forward to the valuable insights Mike and his peers will share at this important industry event. #RIAEdgeWest #SuccessionPlanning #FinancialAdvisors #BusinessContinuity #PriorityFinancialGroup #IndependentRIA

Welcome to the PFG team. We are so excited to have you!

Earlier this month, the Priority Financial Group (PFG) team, led by CEO Mike Prior, attended the Financial Planning Association of Arizona (FPAAZ) event at Arizona State University. Renowned financial planning expert Michael Kitces, CFP?, led a thought-provoking Town Hall discussion on the NextGen movement, private equity, and shifts in the financial planning industry. “PFG is proud to support the local community by advocating for the profession and championing professional development for existing advisors,” said Mike Prior. Our very own Ramona Maior, MS, CFP?, FPAAZ Communications Leader, added, “We’re not just emphasizing financial planning; we’re intentionally shaping the future leaders of our profession.” #FinancialPlanning #NextGen #FPAAZ #PriorityFinancialGroup

A Winning Formula: CU + TP RIA = PFI When a credit union (CU) adds a Third-Party Registered Investment Advisor (TP RIA) to its list of products and service offerings, the result is the formation of a Primary Financial Institution (PFI). Many people may consider other financial institutions as their PFI, but credit unions offer unique benefits that often make them a better choice. When combined with the services of a TP RIA, credit unions can become a powerful financial ally. Read our latest published article by clicking on the link below!

Here's a powerful insight from Mike Prior, CEO of Priority Financial Group, about revolutionizing wealth management for advisors and credit unions, and the importance of data and technology in achieving clients’ goals. To learn more about Mike's insights, watch here: https://lnkd.in/eTV2ck7t ?? Listen on Spotify: https://lnkd.in/eDpUDYPu

Our CEO, Mike Prior, was the featured guest for this week's episode of The Connected Advisor podcast hosted by Kyle Van Pelt and Milemarker. Mike shares how Priority Financial Group views the Wealth Management space as a Third Party Registered Investment Advisor (TP RIA) and how we serve all our clients to the best of our ability by allowing freedom and flexibility. Give it a listen here: https://lnkd.in/e_6TMx6i

?? Exciting Milestones at Priority Financial Group! ?? We are thrilled to announce several key achievements that showcase our growth and commitment to excellence: ?? Surpassed $5 billion in assets under management (AUM) in June ?? Now serving over 20,000 clients with our 90+ dedicated advisors ?? Onboarded three new advisors in June, enhancing our team’s expertise These milestones reflect the trust our advisors and their clients place in us. This also highlights the success of our Financial Institution affiliation model that utilizes our Third-Party RIA option, allowing advisors to thrive within credit unions and banks while providing access to lower-cost Schwab and Fidelity custodians. We couldn't achieve any of this without the hard work and dedication of our entire PFG team. We can't wait to see what's next! #PFG #TPRIA #FinancialAdvisory #Growth #ClientSuccess #AdvisorSupport

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