Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER practitioner. Syed Adnan Huda, CFA is an investment analyst and under Micah's direction, he conducts investment research and due diligence. He became a CFA Charterholder in 2013 and is an active member of the CFA society.
FIDUCIARIES we hold a position of trust with our clients and act in their best interests at all times. You have financial goals you want to achieve and you want to ensure you're on track and making the best decisions as you pursue those goals. We work with you to build a financial plan that meets those needs.
FIDUCIARIES we hold a position of trust with our clients and act in their best interests at all times. You have financial goals you want to achieve and you want to ensure you're on track and making the best decisions as you pursue those goals. We work with you to build a financial plan that meets those needs.
Services
Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER practitioner. He began work at Minerva in 2003 with extensive experience in business planning and corporate finance. Micah enjoys working together with individual clients to formulate, implement and update their comprehensive financial plans.
We were founded in 1987 by Sandra Porter and became a fee-only firm a few years afterward-one of the first firms in Georgia to do so. We made the transition because we believe we should be paid solely by our clients, and not by large companies offering commissions for selling their products. Over 30 years later, Sandy's nephew Micah leads the firm and our fee-only status remains unchanged.
Our services begin with a comprehensive financial plan that addresses your goals and needs. We begin by working to understand what's important to you, your habits with regards to money and what you want to achieve. With that understanding, we work with you establish financial goals and build a realistic, stress-tested financial plan.
While funding retirement is a financial goal like any other, when you approach retirement or are already in retirement, there are a number of specific questions we address in planning. Establishing a realistic budget is one of the most important steps. Typically, we use pre-retirement spending as a baseline and then adjust those expenses we know will change in retirement.
Adult children are often faced with the daunting task of managing the finances of a parent who can no longer do so themselves. With the utmost sensitivity to the changing nature of the parent-child relationship, we help you organize your parent's or parents' finances to provide the support they need.
Reviews
Be the first to review Minerva Planning Group.
Write a Review