MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

Overview

Michael J. Porro & Co Financial Advisors, Inc. is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm combines discretionary portfolio management with hourly planning engagements and also operates insurance brokerage and accounting activities, which it uses to integrate retirement income solutions and tax-aware planning into client portfolios. Investment activity tilts toward publicly traded equities—managed largely through separately managed accounts—and the firm is not an active ESG investor. Advisory services extend to business and institutional clients, including pension consulting and specialized plan management.

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Public Holdings

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Location & Offices