Achieving Your Mission is Our Mission

At Premier we know that achieving your mission requires a lot of work and a strong financial foundation. We work with nonprofits and philanthropists to help create financial stability, grow endowments, and make a difference.

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A Trusted Partner to Address Your Unique Financial Needs

For more than thirty years, Premier has been a valued partner to non-profits and philanthropists, providing the investment acumen, financial management, and deep understanding of the unique demands of nonprofit management to ensure financial viability and growth.

Evidence-Based Diversified Investment Strategy

Our time-tested approach to investing provides responsible long-term results to help grow your assets, protect stakeholder investments, and support your mission.

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Experts By
 Your Side

People depend on you. You can depend on us. We commit to being your biggest champion; helping you achieve financial goals, celebrating successes, and providing needed expertise.

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We proudly take our fiduciary duty to act in the clients’ best interests to a new level. Premier receives no commissions or industry kickbacks from other providers so you can have complete confidence in your advisors.

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Competitive Fees

Nonprofits appreciate our competitive fee structure and no hidden costs. At Premier, we work on a straight fee-only basis to help grow the assets needed to support your mission.

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High-Touch Service and Support

Investment Management and Planning  

Endowment and Annual Spending Evaluation

Simplified Documentation and Reporting

Long-Term Planning

Board of Directors Facilitation

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Heather S.

“I know I have a trusted partner to call, which definitely gives me and my board members peace of mind!”

About Premier Financial


A deep commitment to integrity and excellence guides everything we do at Premier. Our collaborative workplace means clients consistently benefit from our collective expertise.


We take our duty to act in our clients’ best interest to a new level, including not only full disclosure of fees, potential risks, and conflicts but also a high level of fiduciary wealth management and service.

98% Client Retention Rate

We hate to boast, but with a 98% client retention rate, we must be doing something right.

20 Year Average Advisor Team Tenure

Premier’s collaborative team environment enables us to attract and retain top talent, so our clients enjoy the benefits of long-term relationships

Comprehensive Centralized Service

Our advisors work for you. We’re accessible and provide centralized advising to help you seamlessly address all your organization’s financial needs and opportunities.

Becoming A Client

Going well beyond the services of typical wealth advisors, Premier’s team is personally and professionally invested in our clients’ financial well-being and champions them every step of the way. Our commitment to a relationship built on integrity starts at our first meeting, where we will get to know you. Then we’ll discuss your goals, the process, and all the details. No surprises. No extra fees. No excessive paperwork. We take care of the logistics so you can focus on what really matters. 

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