Why Porter Wealth Management?
An Independent Advisor You Can Trust
We are committed to serving our clients with integrity. As fiduciaries, we place our clients’ interests ahead of our own. We do not accept compensation from any third parties. Operating as a fee-only firm is the best way for us to minimize conflicts of interest and remain on the same side of the table as our clients.
Expertise You Can Leverage
Our background in finance, tax accounting and law can help you find creative and effective solutions to accumulate, preserve and transfer your wealth. We have worked hard to gain the knowledge and experience to serve you. This includes the pursuit of advanced degrees and professional designations (CFP®, CPA, J.D.).
Full Spectrum Advice
Reaching your financial goals is difficult. We will help you understand how each part of your financial life can work in harmony to make it easier for you to create financial independence for your family.
Personalized Strategies for Your Goals
We will customize strategies to your individual circumstances, goals and values. That requires us to learn about you first and find solutions second. We believe that being a good listener is extremely important to the success of a client / advisor relationship.
Where and When You Need Us
We make ourselves very accessible. Every client has the power to access our calendars and may schedule a meeting at their convenience with the click of a button. Many of our clients are opting for virtual meetings that fit better into their busy lives, but we also offer home visits and more traditional office meetings.
Our clients expect to know exactly what they are paying for. Having an unbundled approach to our services and fees allows us to deliver transparency and choice.