Client Priority Financial Advisors LLC

Client Priority Financial Advisors LLC (CPFA) is a finance institution located at 105 High Street, Needham, Massachusetts, United States. CPFA is a registered investment adviser in the Commonwealth of Massachusetts, offering affordable financial planning and advice to families and individuals. The firm helps clients plan for future financial goals such as retirement and college savings for their children, using systems to evaluate their current financial condition and quantify how to reach future goals.

CPFA's philosophy is to provide affordable advice and low-cost investment options to give clients an edge over higher-cost alternatives. The firm offers hourly, fee-only financial advisory services, which are substantially less expensive than firms who charge a percentage of assets under management. CPFA does not receive commissions or hidden compensation, ensuring that their advice is always in the best interests of their clients.

As a fee-only planner, CPFA can advise on all financial needs, unlike managers who only advise on assets under direct management. The firm has a legal "Fiduciary Duty" to act in the best interests of their clients, providing unbiased recommendations. Investments are held at major companies like Vanguard or Fidelity, with no personal access to client funds. CPFA's model avoids high fees and underperforming mutual funds, ensuring that clients' money is working for them.