Justin Porter (CFP®, CPA/PFS, JD)

Planning Specialties

I'm most useful to families whose financial lives have grown complex enough that tax planning, estate planning, and asset protection are no longer optional. Most fee-only advisors refer out for that work and assume it gets handled. I serve as the quarterback across your tax, legal, and financial planning, making sure the strategies your accountant and attorney implement actually fit together.

The clients I work with most fall into three groups:

• Entrepreneurs and real estate investors navigating complex ownership structures, depreciation strategies, and exit planning
• Retirees and pre-retirees focused on drawing down assets in the most tax-efficient way possible, structuring income streams, and deciding what gets passed on and how
• Widows and divorcees who are stepping into full financial responsibility, often for the first time, after years of sharing or deferring those decisions to a spouse

That last group is close to my heart. When my father passed away, my mother suddenly found herself solely responsible for financial decisions that had always been his domain. She was smart and capable in every other area of her life, but finances had been his territory. Watching her navigate that transition changed the direction of my life. She had a terrific advisor who guided her through it with real competence and genuine care, and seeing firsthand the difference that kind of advisor can make is what inspired me to join this profession. If you're in a similar situation, I want to be that advisor for you.