Wealth management for professionals building equity in their business, employer stock and real estate.
Wealth management for professionals building equity in their business, employer stock and real estate.
Bringing clarity and confidence to your goals, investments and major financial decisions.
Alignment matters. That’s why I am:
Fee-only
I don’t take referral fees or commissions of any kind.
Independent
I’m not affiliated with any bank, insurance or investment firm.
Fiduciary
My advice always puts your best interests first.
★★★
My commitment is to be your trusted partner delivering customized guidance through comprehensive planning, dedicated support and unwavering fiduciary commitment.
The mission behind the name Olivehurst.
An olive tree can produce fruit for hundreds of years, with a potential lifespan of more than a thousand years. The word hurst means grove – a group of trees.
Together as Olivehurst, this imagery reflects the financial stewardship I seek to provide: helping clients build lasting strength, resilience and long-term opportunity.
My mission is to help bring clarity to what matters most, confidence in important decisions, coordination across the moving parts of your finances and continuity through a plan designed to serve you for years to come.
> Services
Personal
Financial Planning
Helping bring clarity and coordination to your goals, investments and major financial decisions.
Business
Financial Planning
Helping align business decisions and cash flow with your personal wealth strategy.
Investment Management
Thoughtful portfolio management aligned with your goals, risk tolerance and time horizon.
Interested in working together? Let’s start with a conversation.
The first step is a brief introductory meeting to explore your goals and determine whether working together is a good fit.
> About
Neil Portus, CFA, CFP®, CMA, TPCP®
I started Olivehurst Advisors to be an aligned partner clients can trust for personalized advice that supports their priorities, goals and values.
Throughout my own journey – from Wall Street, to running a business, to starting a family – I came to appreciate how the importance of financial goals often grows over time, while the time available to focus on them can become increasingly limited. I also learned that many of the most important financial decisions are not always obvious in advance, and that having a trusted partner can make a meaningful difference.
That experience inspired me to build the firm I wish I had on my own journey – one focused on thoughtful planning, dedicated support and long-term partnership.
Professionally, I bring two decades of experience in finance as a CFO, equity research analyst and investment banker. I spent time on Wall Street at Goldman Sachs, Barclays Capital and Lehman Brothers, and later built my own fractional CFO consultancy, partnering with founders, CEOs, Boards and leadership teams on strategic and financial decisions.
Those experiences provided firsthand insight into many of the complex situations professionals may face as they build careers, grow businesses, manage equity compensation and make major financial decisions.
I am a CFA charterholder, CERTIFIED FINANCIAL PLANNER® professional, Certified Management Accountant, Tax Planning Certified Professional®, hold an MBA from the University of South Carolina and studied Music Business at Middle Tennessee State University near Nashville.
Outside of work, I enjoy spending time with my wife and two young children, traveling, road cycling, playing guitar and attempting DIY home repairs.
