Telephone: (540) 270-7542

Email: justin@porterwm.com

Qualifications & Experience

• B.S. in Management, Georgia Institute of Technology
• Juris Doctor, Georgia State University
• Certified Public Accountant (CPA), Certified Financial Planner^TM (CFP®), Personal Financial Specialist (PFS)
• 16+ years helping affluent families navigate tax efficiency, estate strategy, philanthropy, business succession, and long-term wealth preservation.
• I began my career in the tax department of a regional CPA firm before moving into estate planning and corporate law at a boutique firm. From there, I transitioned into wealth management at a large private bank, advising families with taxable estates. I later served as a lead advisor at two independent RIAs before founding my own firm.

About

I work closely with clients to simplify complex financial decisions, reduce tax exposure, and integrate investment, estate, and business succession strategies into a unified plan. My clients appreciate my ability to uncover nuanced planning strategies that can have a lasting impact on their wealth.

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.