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Justin Porter, CPA, PFS, CFP®, J.D.

Minimize taxes and preserve wealth for the next generation

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Porter Wealth Management, LLC Justin Porter, CPA, PFS, CFP®, J.D.
Atlanta, Georgia

Serving Clients Nationwide

Minimize taxes and preserve wealth for the next generation

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Real Estate Investing

About Me

Hi, I'm Justin Porter. Thanks for checking out my profile!

I am generally engaged by successful families who want to optimize their financial strategies.

Due to the nature of their wealth, they know they need a little extra help in the areas of tax planning, estate planning, and/or asset protection. Historically this has been high-earning professionals or families with complex assets (business owners or real estate investors).

In 2019 the SECURE Act was passed. This law changed the rules for passing on tax-deferred retirement accounts. As a result, most of my new clients over the last several years have been retirees or pre-retirees who have the majority of their savings in tax-deferred retirement accounts and wish to preserve it for the next generation.

I'm an independent, fee-only, fiduciary advisor. That means I am only compensated by you and must act in your best interest. This allows me to provide you with unbiased financial advice.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)
  • Juris Doctor (J.D.)
  • Personal Financial Specialist (PFS)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

691, John Wesley Dobbs Avenue Northeast, Atlanta, Georgia, 30312

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

For families looking for a new advisor, I offer a complimentary consultation. If we spend an hour together, chances are that I can identify a handful of opportunities for you and provide recommendations on how to capture them. If it seems like there is a fit, I'll even provide you with a recap of the meeting and written guidance on the verbal recommendations provided. Generally this is an 8-10 page word document which will be delivered 1-3 weeks following our consultation (it's very thorough so it takes some time to prepare). With this document, you will know exactly what you are getting before you hire us.

Offers Investment Management

Yes

Education

B.S. in Management from Georgia Tech and J.D. from Georgia State College of Law

Languages

  • English

Hobbies and Interests

  • Camping
  • Cooking
  • Family
  • Gardening
  • Hunting
  • Soccer
  • Traveling
  • Volunteering
  • Working Out
  • Yoga

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Real Estate Investors
  • Single Women

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