Financial Services
Justin Porter, CPA/PFS, CFP(r), JD
About
Porter Wealth Management provides fee-only financial planning and investment management for families and business owners.
What makes our work different is the depth behind the advice. In addition to the CFP designation, Justin also has a background in tax (CPA) and law (JD). That background allows planning decisions to be evaluated not just from an investment perspective, but through a tax and legal lens as well.
We help clients think through retirement, taxes, investments, cash flow, estate considerations, asset protection strategies and long-term goals in an integrated way. Investment management is part of that process, with portfolios designed around each client’s objectives and managed with discipline over time.
For business owners, this broader perspective is especially valuable when navigating compensation decisions, retirement plan design, and preparing for future transitions.
The goal is straightforward guidance grounded in planning, supported by tax and legal insight, and built for long-term decision making.
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