Live the story you want told. Invest in that story.

January's mission is to create a meaningful impact on the communities we serve, make finance fun, reveal the "wizard of wall street" through complete transparency, and fully experience life in everything we do.

We are a San Francisco-based firm, keenly aware of the specialized needs of our Bay Area clients. We offer objective advice, unsurpassed service and customized wealth management. We work with individuals, families, small businesses and foundations to create transformative financial strategies. With over 50 years of combined investment experience, we deliver results, not excuses, and take our role as trusted advisors to heart, fostering richly rewarding relationships.

Our team launched January Capital Advisors in 2014 with the goal of creating an ensemble practice dedicated to a fiduciary standard of care. We embraced the name January, originating from Janus—the ancient god of passageways—known for having the ability to look simultaneously toward the past and the future. Our mark of the robin symbolizes renewal, prosperity and wisdom. Combined, these two ideas perfectly illustrate our role in building a pathway between you, your desired impact and the story you hope to tell.

We develop strategies that embrace your authentic story. Our multidisciplinary approach allows us to steward plans from design through implementation. Click here to view January Capital Advisors' firm brochure ADV Part 2A and Privacy Policy.

What's your story?

Michael A. Porfido, CFP®

Partner, Chief Compliance Officer

A Bay Area native, it’s no surprise Mike is a devoted SF Giants fan and wine enthusiast. With a 30-year track record of helping clients reach their full wealth potential, he’s most proud of the decades-long relationships and friendships he has built along the way. Mike has served as the registered Principal for San Francisco Associates for 24 years. With his daughters Juliana and Peeky out of the nest, he and his wife Mary spoil their rescue pup, Hattie, proudly support the Tahoe Donner Land Trust, and look for any good reason he can find to tee-off on the golf course.

Jeffrey P. Hodges

Managing Partner & Chief Investment Officer

Hailing from Colorado, Jeff has been an avid investor for over 20 years. After a career in technology, he chose to follow his passion of helping others understand and utilize the power of capital markets to experience wealth. He graduated from Cornell University with a degree in Economics and serves as January's Managing Partner and chair of the investment committee. When he’s not geeking out on market trends or forecasting economic cycles—he loves abstract photography, an eclectic variety of music, and traveling with his amazing, talented wife Katie and son, Ike. Check out his photography here.