PFG Advantage

Support, Strength, & Solutions — No Matter Your Role

At Priority Financial Group, we serve a diverse and growing community of financial professionals, institutions, and partners who share a common goal: delivering exceptional outcomes through personalized financial guidance.

Whether you're an independent advisor seeking flexibility, a financial institution looking to launch or grow a wealth management program, or an RIA searching for operational scale without sacrificing identity, we’ve built our firm to support you.

We know that every advisor, institution, and enterprise has different goals, pain points, and growth paths. That’s why we offer more than one-size-fits-all solutions. Our strength lies in our ability to customize our support while still providing the stability, scale, and leadership that comes with two decades of experience.

At the core of everything we do is a commitment to partnership. We believe in working with you, not around you. You’ll find a culture of responsiveness, transparency, and trust at every level of our organization. From transition support to compliance guidance, from advisor engagement to institutional strategy.

By joining PFG, <br/>you will benefit from our:

By joining PFG,
you will benefit from our:

Credibility & stability from years of track record and leadership in the RIA space
Flexible models and affiliation paths designed to meet unique business needs
Deep operational, compliance, and technology support so you aren’t burdened by back‑office complexity
Strong institutional partnerships and alliances that expand opportunity
Resources and education to help every partner grow (advisor, institution, or RIA)

Independence with the Right Fit and the Right Support

At Priority Financial Group, we believe independence shouldn’t mean going it alone. Our approach is designed to support you at every stage of your journey: whether you're building an independent practice, affiliating with a financial institution, or somewhere in between.

We take the time to understand your goals, your business, and your vision for the future and then help build a path that fits. Our flexible affiliation models allow for growth and evolution, including the opportunity to shift from one model to another as your needs change. Many advisors start independently and later transition into one of our embedded financial institution programs.

PFG is a great fit for experienced, growth-minded advisors who value a collaborative community, a competitive economic structure, and a partner that offers true back-office and compliance support without micromanagement.

You stay in control of your practice while we help you scale with confidence, surrounded by a team that puts your success first.

What Sets Our Advisor Support Apart:

Affiliation Models — 1099, W-2, hybrid, and embedded FI options to meet your goals
Multi-Custodial Platform — Work with Schwab, Fidelity, and others on your terms
Transition Support — White-glove onboarding and a proven process that respects your
relationships
Integrated Tech Stack — Tools that make it easier to serve clients and scale your
business
Compliance That Works With You — Practical, proactive guidance, not roadblocks
Marketing & Growth Resources — Campaigns, co-branding, and visibility when you need it

Ready to see if PFG is the right fit for you? Read more about being an advisor with PFG

Turnkey Wealth Management, Built for Financial Institutions

At Priority Financial Group, we partner with credit unions and community banks to deliver a fully supported, revenue-generating wealth management program without the operational burden. Our turnkey model integrates with your culture and your brand, while providing the regulatory oversight, advisor staffing, and infrastructure needed to serve your members at the highest level.

Through our financial institution program, PFG offers:

Compliance Management and Supervision (OSJ): Full OSJ oversight, including advisor supervision, compliance reviews, and ongoing risk mitigation training.
Sales and Business Development: Annual goal setting and business planning, plus a customized marketing calendar to drive advisor engagement and results.
Financial Institution Staff Training: Regular training series to equip your internal staff with tools to better support and refer to your wealth program.
Advisor Training and Practice Management: Access to professional development through Behavioral Financial Advice certification and specialized sales training.
Turn-Key Program Management: Led by a nationally recognized team of financial institution and RIA industry experts.
Advice Delivery Options: Platform access through Schwab, Fidelity, and other top-tier custodians.
Investment Services: Includes planning and management across retirement, estate, financial goals, and asset protection strategies.
Insurance Services: Holistic offerings including group health, life, long-term care, and Medicare solutions.

PFG gives your institution the tools and talent to deliver meaningful financial guidance without having to build the platform yourself.

Learn more about how our turnkey solution supports financial institutions.

Support for RIAs ready to Scale Smarter

At PFG, we recognize that running an RIA comes with increasing operational, compliance, and technology demands, and not every firm wants to build the infrastructure to support that alone.

For smaller RIA firms looking to reduce their back-office burden while maintaining client relationships and investment flexibility, PFG offers a solution: the opportunity to fold into our Independent RIA. This structure allows you to:

Retain your client base and brand identity
Access a robust, multi-custodial platform (Schwab, Fidelity, and more)
Offload operational and compliance oversight to a dedicated in-house team
Benefit from integrated technology, practice management support, and growth resources
Join a collaborative community of professionals who prioritize integrity and independence

We’ve successfully partnered with other like-minded RIAs allowing them to scale more efficiently, serve clients more deeply, and grow without sacrificing what makes them unique.

Interested in learning how your RIA could align with PFG?

Start the Conversation

The next step starts with a conversation

At Priority Financial Group, we work with advisors, financial institutions, and partners who are ready to grow on their own terms. Whether you're exploring a transition, looking to expand your offering, or just want to learn more about what we do, we’re here to listen. Let’s talk about how we can build something that works for you.