Porter, Ritchie & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Mark Porter

Mark Porter

Private Wealth Advisor

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John Ritchie

John Ritchie

Financial Advisor

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Greg C Musick

Greg C Musick

Financial Advisor

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Ben Bernstein

Ben Bernstein

Financial Advisor

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Team

Trent Sova

Trent Sova

Registered Client Service Associate

Jeanette Strother

Jeanette Strother

Registered Operations Leader

Karen Xie

Karen Xie

Client Service Associate