Your Journey

Our Guidance & Financial Expertise

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.

Businesses &
Professionals

Every company has owners, managers and professionals working to make it successful. We provide an array of services to help meet the needs of the company along its life cycle.

Financial
Institutions

We understand their specific needs of highly regulated entities and draw on our in-depth planning and transactional expertise to help them navigate a challenging industry.

Non Profits &
Governments

We were founded to help public sector and tax-exempt entities, and we remain active serving clients in higher education, government and not-for-profit spaces.

Individuals &
Families

While serving many professional roles, you also need the best advice to take care of what is closest to home — your family, your human capital, and your investments.

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.

Featured Advisor

Michael Stone, Vice President of Porter White & Co.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

"Great Time to Be a Seller": Takeaways from ACG M&A South

Last month, Porter White attended the ACG M&A South Capital Connection in Atlanta, along with over two-hundred private equity firms,...

Are a Few Low-Cost Investment Options Enough?

Some 401k Plan Sponsors have taken the approach of providing a broad range of investment options hoping that providing a...

More Inights >

News

PW&Co Completes Sale of Franklin Iron Works and Alabama Casting

Porter White & Company, a Birmingham-based investment bank, is pleased to announce that it has  completed the sale of Franklin...

Chloe' Adkins Joins PWCO

Porter White & Company is pleased to announce that Chloe’ Adkins has joined the firm as an administrative assistant.  In...

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In The Community

We believe in serving our community. By giving back through service and on non-profit boards, our people can apply their financial knowledge and management skills to make an impact. Our community is richer because of the successful non-profit entities in our area.

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

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.