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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

Priority Financial Advisors, LLC

Multi family office in the United States.

Identity

HEADQUARTERS
United States

Overview

Headquartered in the United States, the firm is listed as a multi family office. 6 people are named on its team.

People

  • Derek Lawson
    Ph.d., CFP® — Financial Advisor & Chief Investment Officer · source
  • Trent Porter
    CPA, CFP® — Financial Advisor, CEO · source
  • Katy VanMeerhaeghe
    Associate Advisor · source
  • Ashley Quamme
    LMFT, FBS®, CFT™ — Money Mindset Coach · source
  • Mark Porter
    Director of Compliance and Security · source
  • Violet Zinkerman
    Director of Getting Sh!t Done · source

Frequently asked questions

Priority Financial Advisors, LLC is a multi family office based in the United States.

Priority Financial Advisors, LLC does not publicly state whether it puts its own money into companies or invests through funds.

Key people at Priority Financial Advisors, LLC include Trent Porter (CPA, CFP® — Financial Advisor, CEO), Derek Lawson (Ph.d., CFP® — Financial Advisor & Chief Investment Officer), Katy VanMeerhaeghe (Associate Advisor) and Ashley Quamme (LMFT, FBS®, CFT™ — Money Mindset Coach).