Justin Porter, CPA, CFP(r), PFS, JD

Atlanta, GA

Verified Identity

Fee-Only, Fiduciary Advisor at

Porter Wealth Management, LLC

Years of Experience

15 years

Member Since

2023

Allow Me to Introduce Myself

I serves as a “Family CFO” or “Financial Quarterback” for families who need an advisor to help them manage their total financial picture. Typically, the families I work with are specifically looking for help with long-term financial planning but also need an advisor that has a background in tax,...

Clientele

Retirees

Business Owners

Entrepreneurs

High Net Worth Individuals

Divorcees

Corporate Executives

Tech Employees

Services Provided

Financial Planning

Tax Planning

Retirement Planning

Estate Planning Strategies

Specialties and Expertise

Tax Minimization Inv...

Retirement Income

Business Ownership Strategies

Succession Planning

High Net Worth Planning

Ultra High Net Worth Planning

Philanthropic Planning and Giving

Cash Flow Analysis

Credentials and Designations

Certified Public Accountant

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Personal Financial Specialist®

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Certified Financial Planner™

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Pricing Models

Flat FeeHourly RateAUM

Education

Georgia State University

J.D. - Law

Obtained in 2014

Georgia Institute of Technology

BS - Management. Minor in Law, Certificate in Accounting

Obtained in 2009

Previous Work Experience

Porter Wealth Management LLC

Wealth Advisor / Founder

2018 - Present

HHM Wealth Advisors

Wealth Advisor

2016 - 2018

Patton Albertson & Miller, LLC

Director

2015 - 2016

Wells Fargo Private Bank

Wealth Planner

2014 - 2015

deAndrade Mangieri LLC

Law Clerk

2012 - 2013

JT Porter & Associates LLC

CPA

2012 - 2014

Frazier & Deeter LLC

CPA

2009 - 2011

Disclosures and Proof of License

SEC Profile

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