Team Members

Justin Porter

CPA, CFP®, J.D.

email: justin@porterwm.com
phone: 540.270.7542

About Justin Porter

Justin serves as a “Family CFO” or “Financial Quarterback” for families who need an advisor to help them manage their total financial picture, not just their investments. He founded Porter Wealth Management, LLC (PWM) in February of 2018 on three principles: objective and unbiased advice as a fee-only fiduciary to his clients; competent advice in a convenience economy; and unbundled services to give his clients more choices and greater transparency.

Justin is a proud Georgia Tech graduate where he earned his BS in Management. He went on to study at Georgia State, College of Law where he earned his Juris Doctorate (J.D.). He is both a Certified Public Accountant (CPA) and Certified Financial PlannerTM (CFP®).

Prior to founding PWM, Justin served as a lead advisor at two Chattanooga registered investment advisory (RIA) firms. Before joining an RIA, he worked with Wells Fargo Private Bank as an expert on tax and estate planning to help ultra-high net worth families ($10mm+ net worth) create succession plans for their business and transfer their wealth efficiently to the next generation. At the start of his career he worked in a boutique estate and corporate law firm and the tax department of a large regional CPA firm. It’s this diversified experience of accounting, law and finance, which allows him to spot planning opportunities for his clients that other financial advisors would miss.

When he isn’t working, Justin enjoys spending time with his wife, Angela and their growing herd of animals. In August of 2018, they are expecting their first child! His hobbies include gardening, reading, hunting, hiking and soccer.