Minerva Planning Group

Specialties

We work with individuals and couples to help them set clear financial goals and build a plan to meet those goals. We’re fee-​only financial planners, which means we sell no commissionable products and we accept no referrals fees — what we provide is advice, not products and we pledge, in writing, to act in the best interests of our clients.

Whether you’re mid-​career, at or in retirement, we can help you build a financial plan as well as provide ongoing advice and investment management. We’re located in Midtown Atlanta, but work with clients around the country.

History

Established in 1989.

Minerva Planning Group was founded over 20 years ago in 1987, and the firm made the transition to fee-​only –in 1989, becoming one of the first fee-​only firms in Georgia. Being fee only means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees and clients clearly understand the cost of services they receive.

Minerva has grown through the years, and a satellite office was opened in St. Simons to compliment the Atlanta operations. Micah Porter came on board in 2003 and in 2006, he became President and CEO of the firm. In the latter part of 2006, Renee Weese joined in the firm in the role of Associate Planner, and Anne Gunn came on board in 2007 to support Micah and Renee in providing top-​notch service to their clients.