Helping You Stay On Track
There are many financial dangers on your journey to getting where you want to be. The path to reaching your financial destination is full of conflicts and pitfalls. That is where a relationship with an experienced advisor can be important. We bring our expertise to bear and guide our clients through financial challenges so they can make good decisions. We have found that the strongest relationships have a foundation of trust, and are built-up over time by always putting clients’ interests first. For over 40 years, we have helped clients reach their financial goals.
Selecting Your Advisors
When you seek out professionals to help solve a problem, you want someone that is skilled, experienced and focused on your needs.
For instance, when selecting a medical professional (such as a surgeon), you want someone with a strong academic background, up-to date certifications and licensing and long experience in the procedure to be done. The same is true for financial professionals.
Our people, and their backgrounds, form the core capability that we bring to bear on solving our client’s financial problems. Learn more about our academic backgrounds, professional degrees, certifications and prior experience.
Michael Stone is an investment banker providing M&A, financing, valuation, and advisory services for PW&Co’s clients. He has worked with clients in a broad range of industries…Practice Areas
We group our services in to practice areas designed to meet the specific needs of certain clients and/or industries.
Insights
Effects of Automatic Enrollment in Plan Design
In our recent investment commentary, we highlighted research regarding plan design and plan participants. The research clearly highlights the effects...
Municipal Market Update - October 2021
Our Municipal Market Update is data-driven, one page sheet that is intended to give you an overview of key interest rates –...
News
Chloe' Adkins Joins PWCO
Porter White & Company is pleased to announce that Chloe’ Adkins has joined the firm as an administrative assistant. In...
Zac Venos Joins PWCO
Porter White & Company is pleased to announce that Zac Venos has joined the firm as a Financial Analyst primarily...
Rotary Club of Birmingham
Rotary Club of Birmingham
As one of the largest rotary club in the world, two of our employees are full members. Goodloe White is pleased to have served as Vice President of Community service in 2016.
Railroad Park
Railroad Park
This 19 acres of green-space had been transformative for downtown Birmingham. Goodloe White is pleased to have served on the board since 2012.
Opera Birmingham
Opera Birmingham
Great cities have a strong arts and an Opera company is an important component. Goodloe White is pleased to have served on its board from 2010 to 2018 and as its Treasurer from 2012-2017.
Boy Scouts of America
Boy Scouts of America
We believe in supporting organizations that promote good values and strong character. Goodloe White serves as an adult leader in the Boy Scouts of America.
Rotaract Club of Birmingham
Rotaract Club of Birmingham
The largest Rotaract club in the world offers leadership development and builds responsible citizens. Michael Stone is a former board member.
Kiwanis Club of Birmingham
Kiwanis Club of Birmingham
“We build by serving.” One of the oldest civic service organizations in existence is here in Birmingham. Kip Porter is a proud member.
PARCA
Jim White co-founded the Public Affairs Research Council of AL, and Michael Stone currently serves on the PARCA Roundtable.
Children’s Harbor
Children’s Harbor provides children with serious illnesses and their families a place to be themselves – to have fun and relax – while also receiving no-cost services that make life a bit easier for the whole family. Grace is pleased to serve on the inaugural junior board as Chair.
Greater Birmingham Humane Society
The Greater Birmingham Humane Society exists to promote the humane treatment of people and animals through education, advocacy and services. Grace is pleased to serve on the young professionals board as Vice-Chair.