Bringing clarity to your finances through integrated planning for life, business and investments.
I am a fee-only financial advisor focused on bringing clarity to your finances through integrated planning for life, business and investments.
I believe alignment is essential. That’s why I am:
Fee-only
I don’t sell financial products or take commissions.
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.
Who I Serve
Navigating growing responsibilities, increasing income, equity compensation, retirement planning and evolving financial priorities.
Helping coordinate saving, spending, education planning, insurance, estate considerations and long-term financial goals.
Balancing business growth, cash flow, taxes, personal finances and long-term wealth planning.
Integrating rental properties, privately held assets, leverage decisions, tax planning and liquidity needs into an overall financial plan.
Helping evaluate retirement timing, income planning, investment strategy, tax considerations and long-term financial sustainability.
Providing thoughtful guidance through career changes, major purchases, welcoming a child and other important life transitions.
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 confidence to your goals, investments and 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 thoughtful guidance through important financial decisions.
Throughout my journey – from Wall Street, to running a business, to starting a family – I came to appreciate how financial responsibilities often grow over time while the time available to focus on them becomes increasingly limited. That experience inspired me to build the firm I wish I had on my own journey – one focused on integrated planning, long-term partnership and helping clients bring greater clarity and confidence to their financial lives.
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 before later building my own fractional CFO consultancy, partnering with founders, CEOs, Boards and leadership teams on strategic and 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.
