About Justin
I serves as a “Family CFO” or “Financial Quarterback” for families who need an advisor to help them manage their total financial picture. Typically, the families I work with are specifically looking for help with long-term financial planning but also need an advisor that has a background in tax,...
Areas of focus
Credentials & background
Designations
CPAPFSCFP
Education
J.D. - Law Georgia State University (2014); BS - Management. Minor in Law, Certificate in Accounting Georgia Institute of Technology (2009)
Clients served
RetireesBusiness OwnersEntrepreneursHigh Net Worth IndividualsDivorceesCorporate ExecutivesTech Employees
Registered in
Georgia, Ohio, Tennessee
Regulatory
The firm
Porter Wealth Management LLC