Minerva Planning Group

Micah Porter is a CFP®, CFA®, and Series 65 credentialed financial advisor at Minerva Planning Group in Decatur, GA, with 19 years of industry experience. He has been with Minerva Planning Group since 2003. Minerva Planning Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and other advisors, with a focus on long-term, fundamental investment approaches using low-cost, diversified mutual funds and ETFs. The firm manages approximately $237 million across three advisors and typically serves clients with a minimum relationship size of $1 million.

James Brown is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Minerva Planning Group, where he has worked since 2024, following a 13-year tenure at Vaughan-Brown Wealth Management. Based in Durham, NC, he holds Series 63 and Series 65 licenses. Minerva Planning Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and other advisors. The firm employs a primarily long-term, fundamental investment approach using low-cost, diversified mutual funds and ETFs, managing approximately $237 million across a three-advisor team.

Amy Mawson is a CFP® and Series 65-licensed financial advisor with Minerva Planning Group in Decatur, GA. She has six years of industry experience, including nine years with Minerva Planning Group and three years as a homemaker prior to that. Minerva Planning Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and other advisors. The firm follows a primarily long-term, fundamental investment approach using low-cost, diversified mutual funds and ETFs, managing approximately $237 million with a focus on larger client relationships.