Justin Porter
CPA, PFS, CFP®, J.D.
email: justin@porterwm.com
phone: (540) 270-7542
I’m the founder of Porter Wealth Management (PWM), where I serve as a Family CFO for clients who want more than just investment advice. I partner with families, business owners, and real estate investors to manage their entire financial lives—from tax and estate planning to business succession and retirement strategy (and investments).
I launched PWM in 2018 with a mission to provide:
- Objective, fee-only fiduciary advice
- Competent, thoughtful guidance tailored for today’s fast-paced world
- Flexible, unbundled services that offer clients clarity, choice, and control
I hold degrees in Management from Georgia Tech and Law from Georgia State University College of Law, and I’m both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). That combination allows me to bring a multidisciplinary perspective to the planning table—financial, tax, and legal—all working in harmony.
Before founding PWM, I served as a lead advisor at two Chattanooga-based RIAs and spent time at Wells Fargo Private Bank, where I helped ultra-high-net-worth families (with $10M–$90M in net worth) navigate complex estate and tax strategies. Earlier in my career, I worked at a boutique estate and corporate law firm and in the tax department of a regional CPA firm—experience that built the foundation for my integrated approach to wealth management.
Clients value my ability to spot opportunities others might miss—and for offering clear, unconflicted advice rooted in deep technical knowledge.
When I’m not working, I enjoy spending time with my wife, Angela, and our growing family. You’ll often find me gardening, grilling, hunting, or splitting firewood—and when I get the chance, I still lace up for a game of soccer or lacrosse.