Portus Wealth Advisors

About Portus Wealth Advisors

<p>Founded in 2019, Portus Wealth Advisors is a fee-only registered investment advisor in the Charlotte metro area. The firm works with business owners who want their company retirement plan to fit the rest of their financial picture, from cash-flow planning to long-term savings goals.</p> <p>Portus designs and implements employer-sponsored retirement plans, including 401(k) and profit sharing plans, SEP and SIMPLE IRAs, and defined benefit or cash balance plans. The team also provides ongoing investment oversight and can take on <a href="/retirement-plans">retirement plan providers</a> responsibilities as a 3(21) fiduciary, offering investment advice while the plan sponsor keeps final decision-making authority.</p> <p>For employees, Portus offers participant-level advice to help people understand their plan options and make informed decisions about contributions, investments, and retirement timing. As of 2026, the firm reports $0.2B in assets under management and has a team of five.</p> <p>What sets Portus apart is its focus on tying plan design choices directly to owner tax strategy and personal planning, rather than treating the retirement plan as a standalone benefit.</p> <ul> <li>Plan design and implementation for 401(k), profit sharing, SEP, SIMPLE, and cash balance plans</li> <li>3(21) fiduciary investment advice for employer plans</li> <li>Participant advice and education</li> <li>Ongoing investment management and plan oversight</li> </ul>

Website: https://portusadvisors.com/business-financial-planning-in-charlotte-nc/business-retirement-plan-services-in-charlotte-nc/

Founded: 2019

Employees: 5