HHM Wealth Welcomes Justin Porter
October 24, 2016 | Ronelle Sellers
We are pleased to announce Justin Porter has joined HHM Wealth Advisors, an affiliate company of HHM.
Justin helps clients understand how various aspects of their financial life intersects. He believes that planning well is essential to financial success and therefore brings a consultative approach to wealth management. Rarely will he meet with a client who has established legacy goals such as how to impact their community or family after they have passed on. Justin helps his clients in establishing goals that matter to each individual client.
Forming the plan is an ongoing process. In addition to reviewing investments, Justin will review the financial plan on a regular basis to ensure his client’s goals are being accomplished.
Justin advises clients in the areas of:
– Tax Planning
– Risk Management
– Retirement Planning
– Education Planning
– Estate Planning
– Business Succession Planning
Justin attended Georgia Tech’s business school for his undergraduate degree. He also earned a J.D. from Georgia State’s College of Law. After graduating from Georgia Tech and prior to enrolling in law school, he worked in the tax department of a public accounting firm in Atlanta for 3 years, operated his own CPA firms for 2 years, and worked for a boutique estate planning law firm. Justin has also earned his CPA (certified public accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™) designations.
When he is not working with clients, Justin enjoys spending time with his wife and serving the community. Justin serves on the board for Hamilton Place Rotary, Chattanooga Kiwanis Club and is an assistant Scoutmaster to Troop 24.