Priority Financial Group Achieves Significant Milestones
18 Julio 2024 - 10:00AM
Business Wire
Priority Financial Group (PFG), a leading Independent Registered
Investment Advisor (RIA), proudly announces the achievement of
several key milestones, demonstrating its continued growth and
commitment to excellence in financial advisory services.
In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a
testament to the trust and confidence their clients place in the
financial expertise of their dedicated team of advisors. This
significant achievement underscores PFG’s dedication to providing
exceptional service and personalized financial strategies to meet
the diverse needs of clients.
Additionally, Priority Financial Group and their 90+ advisors are now serving over 20,000 clients, reflecting their expansive reach
and the strong relationships they have built over the years. PFG’s
client-centric approach ensures that each individual receives
tailored financial advice to help them achieve their financial
goals.
Priority Financial Group’s growth is further highlighted by the
successful onboarding of three new advisors
in June. These talented professionals bring a wealth of
experience and expertise to their team, enhancing their ability to
deliver high-quality financial services. The addition of these
advisors is a direct result of their unique Financial Institution
affiliation model, which allows advisors to operate within credit
unions and banks. This model enables advisors to receive referrals
and build a robust book of business, creating a mutually beneficial
relationship for all parties involved.
"We are thrilled to reach these significant milestones and
attribute our success to the hard work and dedication of the PFG
team," said Mike Prior, CEO of Priority Financial Group. "Our
innovative Financial Institution affiliation model sets us apart in
the industry and has been instrumental in our growth.
Advisory-focused Institutions and Advisors will appreciate the
Third-Party RIA (TP-RIA) option that provides access to lower-cost
Schwab and Fidelity custodians."
As Priority Financial Group continues to expand, they remain
focused on their mission to empower advisors with the financial
knowledge and resources needed to help their clients achieve their
goals. PFG looks forward to continued success and growth in the
years ahead.
About Priority Financial Group
Priority Financial Group (PFG) is a third-party registered
investment advisory (TP-RIA) firm offering comprehensive wealth
management, advisory, compliance, sales and technology services.
Securities offered through Osaic Wealth Inc., Member FINRA/SIPC.
Headquartered in Phoenix, the PFG team has been helping financial
institutions and financial advisors deliver high-quality advisory
and fiduciary services for more than 20 years. For more
information, visit www.pfgteam.com or on LinkedIn.
Investment advice offered by PFG Advisors, LLC.
Securities offered through Osaic Wealth, Inc., member
FINRA/SIPC. Insurance products offered through approved carriers.
PFG Advisors, Priority Financial Group, and Osaic
Wealth, Inc. are separate entities.
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Kate Anderson for Priority Financial Group
602-200-5147;andersonk@pfgteam.com