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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

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 client service 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.

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