Bill Porti has been serving clients in the financial services industry since 2006, bringing a wealth of experience and a deep commitment to helping individuals and families achieve their financial goals. A lifelong resident of the area, Bill grew up locally and graduated from Seneca Valley High School before pursuing higher education at Penn State University.
His dedication to service extends beyond the financial realm—Bill proudly served in the U.S. Air Force for six years, with deployments in Florida, South Korea, and Ohio. As an Iraq War Veteran, he received an honorable discharge, bringing the discipline and strategic thinking from his military service into his financial planning practice.
Recognizing the critical role tax planning plays in financial success, Bill made tax strategies a cornerstone of his practice in 2019. In 2021, he joined David McKnight’s Power of Zero group, the country’s premium tax planning organization, and was recognized in 2023 as an Elite Advisor within the group—an acknowledgment of his dedication and expertise in the field.
Bill remains committed to ongoing professional development, investing more than 100 hours each year in continuing education to stay at the forefront of financial and tax planning strategies.
He currently resides in Mars, PA, with his wife, Barb, and their son, Nicholas.
