Financial Planner & Wealth Management Consultant in Portland, Oregon
About us
Interactive Wealth Advisors is a Registered Investment Advisor and financial planning firm serving Portland, Oregon, and its surrounding neighborhoods.
We specialize in providing objective, fee-only advice, and portfolio management to help our clients nearing retirement build, manage, and protect their wealth throughout retirement.
Our clients are busy professionals and executives approaching retirement who work in demanding high-tech industries like semiconductors, manufacturing and information technology. Their days are consumed with running their business, managing staff and serving clients. In their spare time, they enjoy traveling with friends and family, embracing the great outdoors, working on fun projects and celebrating life’s moments.
How Can We Help?
We are not like the other guys
If you’re the type of person that wants to be 120% confident that you’re getting the best, conflict-free advice possible, then you’re going to love us. We built our business around our clients’ needs and what’s best for them NOT what’s the best way to sell you more stuff, so we can high-five each other on fat commission checks.
We’ve seen how the dark side operates (i.e., non-fiduciary advisors) and even how some bad apples are moving into the Registered Investment Advisors space after getting kicked out of the brokerage world. That’s why we follow the most stringent fee-only business standards of the National Association of Personal Financial Advisors. We don’t pay for referrals from anybody and we’ll never ask you for one. Of course, we will gladly accept your referrals!
We don’t own part of an insurance agency, real estate company, business broker or mortgage company so we can get paid by recommending you buy from them. We aren’t part-owners in a CPA firm or they in us trying to cross sell you stuff. We don’t offer in-house products like limited partnerships or LLC’s that pay us exorbitant performance and management fees. We don’t receive commissions from the sale of any life insurance or annuity product.
We’re not going to recommend our brother-in-law the insurance agent to you (sorry Wayne!) or any other family member or friend. Unfortunately, many RIAs do exactly these things and call themselves ‘fiduciaries’ but have tons of required conflict of interest disclosures. If you want a true fee-only, fiduciary then you’ve come to the right place.
It’s Complicated
Our clients are all different and unique, but they have one thing in common—their lives have gotten too complex and they need a reliable partner to help them manage their wealth. That’s why they choose to work with us. They know our fee-only business model will not only save them time and money, but more importantly, give them greater peace of mind.
Their lives will get organized, simplified and their vision will become a reality sooner. They’ll have a trusted partner to filter out the noise and help them solve the complex problems they’re facing, from investment management and insurance to retirement planning and taxes.
Financial decisions can get complex when there are a lot of factors influencing them. Is this a good investment? What are the tax implications if I move forward? What am I missing here? Are they just trying to sell me something? Our decisions have the power to change our lives for the better and for the worse. That’s why our clients know it’s important to have someone who’s been there and helped others like them successfully navigate complex issues.
Partners for Life
As your partner, we want you to be able to relax and enjoy your free time, while we do the heavy lifting. But first, we need to know about you and your current reality. What’s important to you and what are the challenges you’re facing? We’ll help you create a vision of your ideal future and then lay out the steps on how we’ll get you there.
However, every journey has obstacles. We’ll be there to help you overcome these obstacles and adjust as needed. No plan is full-proof or set in stone. It changes with market trends, new laws and the speed bumps in life. Even if you are a savvy investor, you can always benefit from objective, professional advice. There are the unknown unknowns that an experienced second opinion may be able to uncover for you.
Our company was founded on Independence, Excellence, Respect and Service. We are one of the few companies in Portland to take a fiduciary oath to put our clients’ interest above everything else.
Your Next Adventure
So, how can we help? Let us show you why our PlanCycle90 process separates us from the competition. It’s our proven process that will simplify your life, give you more time for the things you want, and get the results you want faster. Call us today and see how we can take the stress out of transitioning to the retirement you deserve.
Frequently Asked Questions
What is financial planning?
The most important thing is to have a dialogue with a local Portland financial advisor, as they will be able to help you develop a plan that is tailored to your individual needs. They will also be able to guide how to best use available resources and make informed investment decisions.
Why should you do financial planning and wealth management?
Furthermore, a wealth management plan can help you protect your assets by providing you with comprehensive advice and access to a team of experienced professionals in the field. By working with a wealth management plan, you can rest assured that your assets will be managed carefully and prudently.
Is it worth hiring a financial advisor?
A financial advisor can help you identify and address potential financial risks, make informed investment decisions, and plan for long-term financial stability. They can also provide advice on optimizing your tax situation and developing a comprehensive estate plan. In addition, a financial advisor can offer guidance on topics like retirement planning, estate planning, and more.
How can Interactive Wealth Advisors help?
We understand that it can be challenging to get started with financial planning, so we offer a free consultation to help you get started.
How much does it cost?
However, a ballpark estimate would be around 1% of assets under management for an independent, fee-only wealth management firm in Portland, Oregon.