If Dave Ramsey sent you our way, welcome.
We’re honored to be part of your financial journey.
Dave has spent decades encouraging families to eliminate debt, build wealth intentionally, and make wise financial decisions. We’re proud to continue that journey by helping you invest with the same principles of stewardship, transparency, and long-term thinking.
Building wealth isn’t about chasing the next hot investment. It’s about consistently making wise decisions over time. We believe lasting financial success begins with a strong foundation.
We don’t believe in trying to predict tomorrow’s market. We help clients build diversified portfolios designed to support decades of financial goals—not tomorrow’s headlines.
Markets will rise and fall. One of our most important roles is helping clients remain focused on the long-term plan they’ve worked hard to build.
Dave teaches people how to build wealth.
Porter Avenue helps them manage that wealth wisely.
For many families, there comes a point where investing becomes more complex. Questions about retirement income, taxes, rollovers, required distributions, charitable giving, and legacy planning deserve thoughtful guidance.
That’s where Porter Avenue comes alongside you.
We help you make informed decisions while staying true to the financial principles that brought you here in the first place.
When Matt Engbring founded Porter Avenue Capital Management, he had one goal: to build a firm where every recommendation could be made with one question in mind—
“What’s best for this client?”
That’s why Porter Avenue is an independent, fee-only fiduciary.
We don’t sell financial products. We don’t earn commissions. And we aren’t tied to a larger investment company telling us what to recommend.
Our compensation comes directly from our clients, allowing every recommendation to be guided by your goals—not by incentives.
We believe that’s how financial advice should work.
Clear advice.
Transparent fees.
Recommendations made with your best interests at heart.
Nothing more. Nothing less.