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Family-owned · Fiduciary Advisory

Financial Planning Built Around Your Life, Goals, and Future.

We help individuals, families, and business owners make confident financial decisions through comprehensive planning, tax strategies, and long-term wealth management.

Financial Planning

Retirement Strategies

Tax Integration

Wealth Management

40+

Years Experience

Fiduciary Standard

Always your interest first

Fiduciary Standards

Personalized Strategies

Transparent Fee Structure

Ongoing Communication

Client-First Commitment

"We strive to simplify complex financial matters while helping families build a secure financial future."

ABOUT PORPORA

From One Professional To Another.

As a family-owned firm, we understand the importance of trust, relationships, and personalized guidance. Our mission is to provide clear financial direction and help you pursue the life you envision.

 

We believe every client deserves a plan tailored to their unique goals, values, and stage of life.

40+

Years Experience

500+

Families Served

93%

Client Retention

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WHAT WE DO

Every part of your financial life,
working as one.

Strategic Financial Planning

Comprehensive planning that aligns your money with your life goals.

Tax-Efficient Strategies

Smart tax planning advice for global wealth tomorrow.

Retirement Planning

Plain confidence for retirement with strategies that last.

Wealth Preservation

Protect and grow what you’ve worked for.

Estate & Legacy Planning

Plan for the future and leave a lasting impact.

FAMILY FINANCIAL PLANNING

A plan that grows with your family.

From raising a family to retirement and legacy, we help you navigate every stage with confidence

Young Family

Build strong financial foundations.

Peak Career

Grow wealth and prepare for more.

Retirement

Enjoy the life you've planned for.

Legacy Planning

Preserve your wealth for generations.

WHO WE HELP

Tailored guidance for the life you're building.

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Retirees & Pre-Retirees

Plan for a comfortable, confident retirement.

Business Owners

Strategies to grow, protect, and transition your business.

Working Professionals

Build wealth, reduce taxes, and secure your future.

Women Investors

Financial strategies designed for your goals and independence

ADVISORY INSIGHTS

Advisory built around
outcomes,not products.

Income strategies that last as long as you do.

We model retirement across every variable — Social Security, withdrawal sequencing, healthcare, taxes — so your income plan is engineered, not guessed.

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Disciplined portfolios. Personal benchmarks.

Globally diversified, risk-aware portfolios built around your goals — not the market’s mood. Continuously monitored, transparently reported.

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A legacy that reflects who you are.

We coordinate with your attorneys and CPAs to ensure your assets — and your intentions — transfer exactly as you want.

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Multi-year planning, not last-minute filing.

Proactive, integrated tax planning that compounds — turning small annual decisions into significant lifetime savings.

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Complete Services

One firm. Every discipline.

From the everyday to the once-in-a-lifetime, our advisors deliver coordinated guidance across every area of your financial life.

Portfolio Management

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Risk Management

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Education Planning

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Insurance Planning

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Estate Planning

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Retirement Planning

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Special Needs Planning

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Debt Management

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Our Process

A deliberate path to financial
clarity.

Discover

We listen first — understanding your goals, your family, and the life you want your wealth to support.

Strategize

We design an integrated plan across investments, tax, retirement, and estate — modeled for every scenario.

Implement & Review

We execute precisely and review continuously, adjusting as your life — and the markets — evolve.

Get In Touch

Start Your
Consultation

Every great financial plan starts with a conversation.
Share your information and we will reach out within one
business day to schedule your complimentary first
meeting.

Phone

845-882-6050

Email

michael@porporawn.com

Office

33 Airport Center Drive Suite 105 New Windsor, NY 12553

Hours

Mon – Fri: 8:00 AM – 6:00 PM

Request a Consultation

No obligation. We respect your privacy and never share your information.

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