Helping Financial Advisors and Institutions Reach Their Goals

Priority Financial Group (PFG) proudly celebrates its 20th anniversary—marking two decades of delivering flexible, forward-thinking wealth management solutions to financial advisors and financial institutions nationally.

Starting in 2005, Mike Prior, Founder/CEO of PFG, began with a mission to help match quality financial advisors with banks and credit unions who desired better quality advice for their members and customers. That mission has since evolved into a national platform offering an advisor and institution friendly Registered Investment Advisor firm (RIA), PFG Advisors, LLC (PFGA).

Supporting a Quality Advice Community

PFG’s strength lies in its ability to help quality financial advisors and visionary institution execs who truly care about helping their clients reach their financial goals. The firm customizes resources, technology, and operational support to fit their business.

Whether an advisor chooses to join a financial institution, run their own practice, or join an internal wealth management team, PFG offers a multi-custodial platform, integrated technology, compliance support, operational efficiencies, and M&A growth strategies to help them succeed. Advisors and institutions are pleased to have 1099 and W2 options available in both the Independent and Financial Institution divisions of the firm.

20 Years of Forward-Thinking Innovation

PFG’s legacy is built on a consistent track record of delivering client-first solutions, including:

• Created an Advisor and Institution centric RIA (PFGA)—one of the first in the country—with no minimum account size and a Hybrid broker dealer option.
• Introduced Schwab and Fidelity custodial options with zero ($0) trading costs on exchange traded securities.
• Researched and introduced digital advice / robo platforms to provide investing access to young adults, students, and military families through advisors and institutions searching for a small account solution.
• Developed a package of high net worth (HNW) resources to ensure advisors and institutions can serve their largest HNW and UHNW clients effectively and efficiently.

A Model That Delivers Results

Over the past 20 years, PFG has empowered financial institutions and advisors with tools, support, and custom strategies that deliver measurable results.

“Our 20-year journey is proof that doing the right thing—for advisors, for institutions, and for clients—is not only possible, but scalable,” said Mike Prior, PFG CEO. “It has been fun seeing our team’s boutique, white glove model help the people we serve toward their financial goals.”

Looking Ahead

As PFG enters its third decade, the firm remains focused on continuous innovation, quality advice, and solutions that align with its core values of Integrity, Compassion, Teamwork, Curiosity, and Leadership.

The PFG team is built to help financial advisors and institution executives of all backgrounds have more fun building their businesses for the next 20 years.

About Priority Financial Group

PFG offers comprehensive wealth management, advisory, compliance, sales and technology services. With headquarters in Phoenix, the PFG team has been helping financial institutions and financial advisors deliver high-quality solutions 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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Our 20-year journey is proof that doing the right thing—for advisors, for institutions, and for clients—is not only possible, but scalable.