Micah Porter, CFA, CFP®
Education
University of South Carolina Darla Moore School of Business
Masters in International Business, Focus on Finance and German Language 1991-01-01 - 1993-01-01
University of South Carolina
B.A. and B.S., Interdisciplinary Studies 1988-01-01 - 1991-01-01Work Experience
Minerva Planning Group
Current
Minerva Planning Group
XO Communications
1997-01-01 - 2003-01-01
XO Communications
Entrepreneurs Night Out
1993-01-01 - 1997-01-01
Entrepreneurs Night Out
Skills
Summary
We are financial advisors who help individuals and families identify and achieve their financial goals, manage their risks and make optimal financial decisions. Our work begins by taking the time to clearly understand our clients’ financial goals and values and who and what is important to them. Only when this foundation is in place do we move forward with the financial plan, investment recommendations and ongoing wealth management. We have served the Atlanta market for over 20 years, and have clients from all walks of life, but we have particular expertise in serving successful * Self-employed individuals * Small business owners * Corporate executives We work with all of our clients using a fee-only wealth management model, which means we sell no commissionable products and accept no referral fees. Most of our clients retain us to provide ongoing financial advice and investment management, but we do accept a limited number of financial planning engagements. ➨ Visit our website at www.minervaplanninggroup.com to schedule an introductory call and learn more. Specialties: financial planning, investment management, income planning, transitioning to retirement, retirement income, working with couples
