Robb Pryor
Helping individuals and small business professionals convert high income to high net worth.
Priority Tax & Financial Planning · Amherst , Massachusetts
Robb Pryor is a fee-only financial advisor at Priority Tax & Financial Planning in Amherst , Massachusetts, who holds the CFP credential. Robb charges a percentage of assets, a flat fee or retainer, a one-time planning fee and hourly fees and focuses on small business owners, retirement planning and equity compensation.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Founders
- Executives
- Pre-retirees
- Real estate investors
- Divorced individuals
- High earners
About
Most financial advisors don’t understand taxes. And most tax professionals don’t understand investments. I specialize in both. That combination—deep knowledge in tax strategy and financial planning—is what sets me apart from most other advisors. I’ve helped high-income professionals and successful small business owners save hundreds of thousands of dollars by integrating tax-aware investing, proactive planning, and a clear understanding of how business and personal finances intersect. If taxes are your biggest expense outside of housing, I can help make sure you are not overpaying.
Everyone's tax situation is different, and I can't provide value to everyone, so I can't promise that I can help you. But I've helped many clients who were pleasantly surprised by what I could do for them. You won't know what I can do for you unless we talk.
I’ll bring the numbers. You bring your goals
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance Planning
- Insurance/Risk Management
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Tax Strategy
- Stock Option Planning
- Social Security Planning
- Business Succession Planning
- Debt Management
- College/Education Planning
- Executive Compensation
- Investment Management
- Wealth Management
Facts
| Firm | Priority Tax & Financial Planning |
|---|---|
| Based in | Amherst , Massachusetts |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee · Hourly |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2009 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | www.priorityfinancialplan.com |
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Questions about Robb
Is Robb Pryor a fee-only financial advisor?
Yes. Robb Pryor is listed in the public advisor directory (listed as fee-only).
How does Robb charge for financial advice?
Robb charges a percentage of assets, a flat fee or retainer, a one-time planning fee and hourly fees.
Where is Robb Pryor based?
Robb Pryor is based in Amherst , Massachusetts.
What does Robb specialize in?
Robb's specialties include small business owners, retirement planning, equity compensation, real estate investors, estate & legacy planning and tax planning. Robb works with HENRY (High Earners, Not Rich Yet), founders, executives, pre-retirees and real estate investors.
What credentials does Robb Pryor hold?
Robb Pryor holds the CFP credential.
How much does Priority Tax & Financial Planning manage?
Priority Tax & Financial Planning reports Under $25M in assets under management.
How do I contact Robb Pryor?
Through Robb's website, www.priorityfinancialplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Priority Tax & Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 25, 2026.
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