History/Philosophy

Priem Financial Group, founded in 2002 by Susan Priem, CFP® is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals.

Priem Financial Group chose to partner with Commonwealth Financial Network®, one of the preeminent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.

Our Philosophy

Building long-term relationships is our priority at Priem Financial Group. We start the journey by taking the time to listen to and to understand our clients personally. Together, we carefully chart a course to pursue financial success. We believe in using prudent investment strategies and are dedicated to guiding and sustaining our clients' financial direction within a small-firm setting.

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