Neil Portus (CFA, CFP®, CMA, MBA)

Additional Information

I provide wealth management tailored for professionals building equity in their business, personal investments and employee stock. I started Olivehurst Advisors to share what I’ve learned through my career on Wall Street as well as from my personal experience navigating my own finances across corporate roles, as an entrepreneur running my own business and while starting a family. One thing I’ve discovered is that, over time, the importance of my goals has grown. However, I’ve also found that, with increasing responsibilities, the demands on my time have grown just as much, if not more. This prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I’ve become a financial advisor. Given many goals have a financial component, this is why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. I know my journey would have benefited from the partnership of a financial advisor. So, I’m excited to partner with my clients to help them pursue their goals and feel more secure and confident on their financial journey.