Porter & Associates 

We are dedicated to helping individuals, families, and businesses in their endeavor to build wealth, preserve assets, and pass on the results of their efforts in a tax-efficient, cost-effective, and productive manner. 

Investment Management

Financial Analysis and Long-Term Planning

Insurance Structuring and Placement

Retirement Projecting and Planning

Client Account Portal 

Brokerage accounts are accessible from the BNY Mellon/Pershing trading platform.

Click the NETXInvestor button to register and access your account. 

Client Experience

At the heart of our practice is a deep commitment to creating lasting value for our clients. From the very beginning, we have built our reputation not through traditional marketing or advertising, but through the trust and loyalty of those we serve. Nearly every client who walks through our door does so because a friend, family member, or trusted associate referred them to us—a testament to the meaningful relationships we foster and the results we deliver.

We are dedicated to providing a client experience that goes beyond expectations, rooted in personalized care, transparent communication, and solutions tailored to your unique needs. Our ultimate goal is to empower you with strategies and outcomes that stand the test of time, ensuring your confidence and peace of mind for many years to come.

Your trust is the foundation of our success, and we strive to honor that trust by delivering excellence in every interaction. Together, we create a legacy of value that benefits not just today, but well into the future.