Porter Wealth Management

Porter Wealth Management

Porter Wealth Management was founded in 2018 by Justin Porter, a CPA, CFP®, and attorney who previously served ultra-high-net-worth clients at Wells Fargo Private Bank. Before that, Porter worked at a boutique estate and corporate law firm and a regional CPA firm, forming the integrated approach he now brings to entrepreneurs and real estate investors. Porter operates as a fee-only fiduciary, structuring engagements around tax planning, estate strategy, business succession, and investment management. The firm's model is unbundled, allowing clients to purchase only the services they need. Porter's website specifically calls out real estate investors and business owners, and his prior role at Wells Fargo involved handling mandates for $10M–$90M net-worth families. Porter is currently a solo practitioner based in Atlanta, Georgia. The firm lists no additional offices or adjacent investment vehicles, and no team size is published. Porter holds a J.D. from Georgia State University and a management degree from Georgia Tech, anchoring the firm's legal and tax capabilities in his personal credentials rather than a multi-advisor structure. The structural differentiator is Porter's simultaneous possession of a CPA, CFP®, and J.D., deployed as a single-family CFO rather than through a committee or large advisory team. That design gives one individual direct accountability across tax, legal, and investment disciplines, a configuration more common to a family office than a traditional retail RIA.