Micah Porter (CFA, CFP®)
Micah Porter focuses in the
following client markets or areas of practice:
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Minerva Planning Group is a mid-size financial planning firm that has been serving clients nationwide for over 20 years. Our primary focus is on creating and implementing comprehensive plans designed to meet clients' financial goals. Our aim is to ensure that clients meet their financial goals, but we also place a good deal of emphasis on investment management. To that end, we measure performance against market benchmarks to confirm that client assets are performing as they should. Our clients are diverse, and come from all walks of life. We work with both retainer clients as well as clients seeking a comprehensive plan that they can implement on their own. In both instances, we place a great deal of emphasis on client education, which we foster through one-on-one meetings, seminars and newsletters.Additional Information
Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Micah enjoys working together with individual clients to formulate, implement and update their comprehensive financial plans. Additionally, as a CFA charterholder, he is responsible for establishing and implementing Minervas overall investment strategy.NAPFA Start Date
January 25, 2007
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