Financial Planner & Wealth Management Consultant in Portland, Oregon

We are a licensed Portland, OR fee-only financial planning firm serving the local community. Interactive Wealth Advisors Inc. specializes in helping professionals in big tech and business owners in not so big tech nearing retirement become successful retirees.
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financial advisor in Portland, OR
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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.

financial advisor in Portland

How Can We Help?

Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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Wealth management
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Tax Reduction Strategies
Tax savings strategies for retirees, business owners, and high-income earners in Oregon. We are tax advisors specialized in supporting high-income earners, business owners, retirees, and IT professionals. Book a call with our advisors today!
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Tactical Investment Management
Fee-only Tactical Investment Management advisor and consultant in Oregon. We specialize in fiduciary investments, retirement planning, asset protection planning, tax planning, and more. Book a call with our advisors today!
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Restricted Stock Units Planning Advisor
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Multi-generational planning
Fee-based multi-generational wealth and financial planning in Oregon. Our personalized advice on strategic planning for the family business will help you attract better return opportunities. Book a call with our advisors today!
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Liquidity Event Planning
Liquidity risk management assessment and planning in Portland, OR, and surrounding areas. Our personalized advice on liquidity event planning will help you attract better return opportunities. Book a call with our advisors today!
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Business Transition Advisor
Planning on selling your business? At Interactive Wealth Advisors, we help you build a tax-efficient exit strategy. Our company provides expert advice to help you prepare to sell your business. Book a call with our advisors today!
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Legacy planning
Fee-only legacy planning services in Oregon. We specialize in legacy financial services, legacy estate planning, family legacy planning, retirement planning, and more. Book a call with our advisors today!
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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IPO & Pre-IPO Tax and Financial Planning
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Investment management for trusts
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Fee-based investing
Fee-based investment advisor in Oregon. Our personalized advice on investment management will help you attract better return opportunities. Book a call with our advisors today!
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Financial Windfall Planning
Expected or not, windfalls are a dream come true. While you may be tempted to purchase or experience life’s luxuries, taking a step back and rethinking how to manage the money is crucial. In this case, hiring a windfall financial planner would be the first step to safeguarding your financial future.
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Asset Protection Planning
It has taken blood, sweat, and extreme work ethic to build your business or brand and accumulate wealth. Now that you are a high net-worth individual, it’s vital that you take deliberate steps to preserve this wealth. This is where asset protection planning comes in.
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Stock option planning
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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!

financial planner in Portland

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.

portland fiduciary services

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.

Interactive Wealth Advisors

Frequently Asked Questions

What is financial planning?

Financial planning in Portland, Oregon is creating and executing a long-term financial strategy that will allow an individual to achieve their goals. It includes developing a budget, making thoughtful investment decisions, and managing debt and other financial obligations. Financial planning should be done at least annually and ideally on a more frequent basis.

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?

Hiring a Portland wealth management firm will help you achieve your financial goals by providing you with the guidance and resources you need to make sound decisions about your investments and taxation. Wealth planning can also help you avoid common financial mistakes, such as overspending, investing in the wrong type of investment, and not saving enough for retirement.

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?

There is no one-size-fits-all answer to this question, as the benefits of hiring a financial advisor will depend on various factors, including your financial situation and goals. However, if you are looking for help navigating the complex financial waters and want someone to provide sound advice and guidance, a fee-only financial advisor in Portland, OR may be a good option for you.

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?

If you are looking for a financial planning consultant in Portland, Interactive Wealth Advisors may be a good fit. Our team of independent, fee-only wealth professionals can help you with various financial issues, from saving for retirement to investing for the future. We also offer a variety of services, such as estate and tax planning, that can help you take care of your finances and protect your family.

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?

The cost of investment management and financial planning will vary depending on the size and complexity of the portfolio, the experience of the advisor, and the services that are being provided.

However, a ballpark estimate would be around 1% of assets under management for an independent, fee-only wealth management firm in Portland, Oregon.
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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