“More important than the how we achieve financial freedom, is the why.”
ROBERT KIYOSAKI | 1947 - PRESENT
A Family Affair
For 14 years, we’ve partnered with clients across the U.S., each with unique financial goals and ambitions. From the start, our vision for Porterfield Wealth Management was clear: a small, family-run boutique firm, dedicated to serving a specific type of client—the long-term investor. These are the clients with whom we build deep relationships and true friendships. And we believe that this philosophy has truly paid off!
Our Approach
We know that life is about more than just investments. That’s why we start by listening—to truly understand what matters most to you and your family. You’re in the driver’s seat, and the more you share, the better we can tailor our approach to meet your needs.
Our goal is simple: to help you enjoy what you’ve built, and give you the freedom to share it, give it, and pass it on.
