Why Primoris

Independent advice. Personal relationships. Thoughtful decisions.

There are many places to get financial advice. We believe how that advice is delivered matters just as much as the advice itself.

Primoris was built to provide clients with direct access to experienced advisors, investment decisions made in-house, and financial guidance shaped by the complete picture of their lives.

Independent & Fiduciary

Your interests come first.

As an independent Registered Investment Advisor and fiduciary, we are committed to acting in the best interests of our clients. Our advice is driven by what we believe is appropriate for you, your circumstances, and your goals.

Independence gives us the freedom to focus on solutions rather than products.

Direct Access

Know the people managing your wealth.

We believe a strong advisory relationship requires real communication. Our clients have direct access to their advisors and a team that understands their financial lives.

Questions don't always happen during scheduled meetings. When something changes, a decision needs to be made, or you simply want to talk something through, we're here.

Fee-Only

Clear advice. Transparent compensation.

Primoris is a fee-only advisory firm. We do not earn commissions for recommending or selling investment products.

Our compensation is straightforward, helping align our interests with those of our clients and keeping the focus where it belongs: on the advice we provide.

In-House Investment Management

Investment decisions made by people who know you.

Many advisory firms outsource portfolio management to third-party investment managers. At Primoris, investment management is a core part of what we do.

Our team researches, constructs, and manages client portfolios in-house, allowing investment decisions to reflect both our market perspective and each client's individual objectives, risk tolerance, tax considerations, and financial plan.

Tax-Aware Thinking

Investment decisions don't happen in a vacuum.

Taxes can meaningfully affect investment outcomes and long-term wealth. Primoris was founded with expertise spanning both investment management and tax consulting, and that perspective continues to influence how we advise clients today.

We consider the tax implications of investment decisions, retirement distributions, charitable giving, portfolio changes, and other financial strategies as part of the broader planning process.

The Primoris difference is ultimately a personal one.

We take the time to understand what matters to our clients, provide advice with their complete financial picture in mind, and remain available as their lives evolve.

That's what putting clients first means to us.