William Bissett
We work with business owners with revenue between $5 and $50 million.
Verified advisor · CFP® · CRD 4644966William Bissett, CFP®, CEPA, is the founder of Portus Wealth Advisors, a fee-only advisory firm in Charlotte that helps business owners connect what their company is worth to the personal financial decisions they are making today. Since launching Portus in 2019, he has grown the firm to work with more than 100 households. Before Portus, William spent more than a decade at a fast-growing RIA in Columbia, Maryland. He also served as President of the Maryland chapter of the Financial Planning Association and spoke at numerous industry conferences. His work has been recognized by AdvisorHub (Advisors to Watch in 2022, 2023, and 2025) and Investment News (40 Under 40), and he has been published in The New York Times and the Journal of Financial Planning. William is also an angel investor and startup mentor in Charlotte. For seven years he hosted the Charlotte Angel Connection podcast, learning almost 200 entrepreneurs and investors about what it takes to build a company. Today he hosts Charting Opportunities, a monthly speaker series connecting Charlotte-area business owners.
