The Howard White Porath Group | Financial Advisors in Midland, MI

At our core, we’re about helping you and your family navigate your financial world with care and clarity. We’re here to walk with you through every chapter—lifting up what matters most and bringing your goals within reach. Nothing warms us more than legacy planning, where we get to help you pass down not just wealth, but the values and dreams you hold dear for your loved ones.

Everything we do is built around you—your heart, your hopes. Here’s a glimpse of what it’s like to team up with us.

Our Process

Each phase of life comes with unique needs. We are here to support you with the right tools, resources and expertise regardless of where you are on your journey.

Investing With You in Mind

Building a financial plan or investment strategy that’s right for you starts with one thing—getting to know you, really know you. It’s not just about questions and answers; it’s about sitting down together to uncover what matters most—your values, your dreams, the worries you carry. We’ll talk about where you are now, what you’re aiming for, and how you picture your future. And that conversation doesn’t stop once we’ve shaped a plan that fits you like a glove. We keep the door open, checking in to make sure it grows with you, keeping your hopes on steady ground for the long haul.

Our Path to Your Peace of Mind

We’ve built an approach to investing that’s all about you—crafting strategies that feel personal and giving you steady guidance to make your financial life a little simpler. Here’s how we walk that path together:

It starts with you—your story, your whole financial picture. We sit down to listen, piecing together what you’re working toward and what keeps you up at night. Together, we map out your goals—big and small—figuring out what comes first, when you want it, and how much risk feels right to you. From there, we spot the possibilities and the places where we can do more.
With our experience and Baird’s deep resources—think top-notch research, smart product picks, and experts in taxes, retirement, insurance, and estate planning—we dig into your options. Then we bring you a plan that’s yours alone, built with your input and your trust. Once it’s in motion, we don’t step back—we stay close, watching how your investments perform, tweaking things as markets shift, and keeping it all in line with your life as it changes. It’s about giving you confidence, step by step.