Pursue Your Life Goals with Financial Peace of Mind
Personalized fee-only financial planning and investment management to meet your needs
30+ YEARS SERVING:
- FAMILIES & INDIVIDUALS
- FEDERAL GOVERMENT EMPLOYEeS
- EMORY EMPLOYEeS
- UNIVERSITY SYSTEM OF GA EMPLOYEES
MEET THE Minerva TEAM
Melanne is our Client Service Associate. She has extensive industry experience, and works remotely from Nashville.
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.
Amy is our associate advisor. She began working at Minerva in 2017 after a five year stint as a stay-at-home parent. Amy’s background is not the traditional financial services background.
- FEE ONLY we are true fee-only financial advisors. We accept no referral fees and sell no commissionable products.
- FIDUCIARIES we hold a position of trust with our clients and act in their best interests at all times
- EXPERTISE FEATURED IN
SERVING CLIENTS IN ATLANTA & THROUGHOUT THE US
FINANCIAL PLANNING
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.
RETIREMENT PLANNING
Retirement may be a few years away or it might be just around the corner, and you want to make sure your retirement goals are realistic and you haven't overlooked anything. From when to take Social Security to how to fund your retirement to steps you can take to minimize taxes, we help you make a seamless transition to retirement.
INVESTMENT MANAGEMENT
Once your plan is in place, careful, prudent management of your investment will be key to your long-term success. We provide ongoing tax efficient investment management that aligns with your plan needs and goals.