503.575.1953

Bend

Fee-Based Financial Advisor Services in Bend, OR

Maximize your complete financial possibilities with our exceptional guidance and expertise. We specialize in comprehensive advisory services that empower you to navigate your financial journey confidently and successfully.

From retirement planning to navigating investment opportunities, our team of dedicated fee-only financial advisors serving Bend, OR, is here to help you meet your aspirations. We will work alongside you to create a customized plan that suits your unique circumstances and set you up for financial freedom and prosperity.

Ready to take control of your financial future? Schedule a call with one of Bend’s financial planning experts today, and let us guide you toward a brighter tomorrow.

Schedule a call with our expert

About Interactive Wealth Advisors

Interactive Wealth Advisors is a trusted financial advisory firm serving Bend, Oregon.

We provide value-based and unbiased fee-only advice and portfolio management that align with your best interests. We aim to help you protect, preserve, and grow your capital, ensuring a secure and comfortable retirement.

At Interactive Wealth, we understand busy executives’ and professionals’ demands and challenges in dynamic industries. With so many responsibilities to juggle, it can take time to navigate the complex world of finance and make the best decisions for your future.

Whether you need assistance with investment management, retirement planning, estate planning, or risk management in Bend Oregon, our dedicated team is here to guide you with high-quality, personalized services.
We strive to make the process as convenient as possible, with value placed on your time.

We look forward to meeting and helping you make informed decisions that will positively impact your retirement journey.

Fee-Based Financial Advisor Services

With a trusted financial planner in Bend, you can experience the benefits of a transparent fee structure, ensuring alignment of interests and unbiased advice.

As a fee-based company, we offer unique advantages that prioritize your best interests. Working with us means freedom from conflicts of interest that arise when advisors earn income from selling financial products.

We act as fiduciaries, legally bound to always act in your best interest and disclose any potential impropriety. Additionally, we provide objective second opinions and flexible services, ranging from specific financial questions to comprehensive financial plans.

We don’t recommend investments to enhance our bottom line; we focus solely on what is best for you. Unlike those compensated through commissions, we can offer unbiased advice and select investments that align with your portfolio strategy.

Responsive Financial Advice

An independent financial advisor — especially one using a fee-only approach — is committed to providing you with timely, relevant, and unbiased advice. This person will design a responsive financial strategy that is diligently followed, updated, and maintained as your situation changes.

At Interactive Wealth, our dedicated advisors are committed to providing exceptional value and building long-term client relationships. By working with us, you can confidently navigate the complexities of personal finance, receiving customized guidance tailored to your specific goals and circumstances. Take control of your future today, and let us help you achieve lasting financial success.

What We Do

Transition planning

Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.

Retirement Planning

Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.

Investment management

Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.

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.

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.

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.

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.

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.

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!

Stock option planning

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!

Restricted Stock Units Planning Advisor

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!

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!

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.

IPO & Pre-IPO Tax and Financial Planning

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!

Investment management for trusts

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.

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.

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!

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!

Wealth management

The Benefits of Hiring a Financial Advisor in Bend (Why Choose Us?)

Today, plenty of DIY tools and resources on the web promise to help you manage your finances. However, the expertise and personalized guidance of a reputable financial advisor in Bend Oregon is a better way of achieving true success.

Here are some of the numerous other benefits you will get:

Responsive Guidance Tailored to You

You can count on our independent financial advisors who prioritize a fee-only model to deliver prompt, relevant, and unbiased advice. We create a strategy that adapts to your evolving circumstances, ensuring regular updates and personalized adjustments to meet your needs.

Tap Specialized Expertise

Our certified professionals possess extensive knowledge in diverse areas, including stocks, bonds, mutual funds, tax planning, retirement income, and estate planning. Trust us to provide guidance that empowers you to make informed decisions and optimize your outcomes.

Optimize Tax Efficiency

Navigating investment management and taxes can be complex, but our advisors excel at structuring your investments to comply with IRS regulations while enhancing tax efficiency. With a highly skilled team of tax planners, we maximize the advantages available to you, ensuring your financial decisions are tax-optimized.

Access to Premier, Diversified Fiduciary Investments

Let us shoulder the responsibility of researching and evaluating investment options on your behalf. Leveraging our expertise, we carefully curate a diverse portfolio tailored to your risk appetite. From conservative options to high-risk, high-yield opportunities, we provide access to various investment choices.

Personalized Long-Term Financial Planning

Unlike generic online tools, our Oregon financial advisors offer a personalized approach. We collaborate with you to create a bespoke plan aligned with your unique life objectives. We aim to safeguard your wealth for the long term, leaving a meaningful legacy for future generations.

Tailored Financial Planning in Bend, Oregon

At Interactive Wealth, we understand the unique goals and needs of individuals and families in Bend. Our personalized approach to financial planning is designed specifically for clients in this vibrant community.

Even though we are based in the Portland area, we deeply understand the local dynamics and factors influencing Bend’s financial landscape and provide relevant and aligned guidance. We take pride in delivering strategies that address the specific opportunities and challenges of the region.

Our experienced family wealth advisors create customized and comprehensive plans using sophisticated tools and strategies. We analyze your current situation, consider your long-term objectives, and assess your risk tolerance.

Whether planning for retirement or aiming to grow and preserve wealth, our tailored financial planning in Bend, Oregon services help you navigate complexities and confidently achieve your goals.

Our Process

Detailed Discovery Meeting

The first step in our advisory process is a detailed discovery meeting. Here, we will chat with you about your situation, your concerns, and your expectations. We want to know the whole picture so that we can provide the best possible advice.

Customizing Your Plan

Next, we’ll tailor a strategy for you based on the facts obtained from the discovery meeting. This strategy will be focused on your long-term and short-term financial goals, business objectives, and retirement ambitions.

Implementation

If you like the plan, we will then proceed to implementation. Our financial advisors will not only work with you to execute this strategy but will also keep you accountable and assist you in staying on track.

Review and Modify

Finally, as your financial situation changes; we will always be on hand to review and make modifications where needed. These adjustments will account for unexpected events in your life, such as marriage, childbirth, divorce, inheritance, career change, and succession.

What Are the Costs?

IWA is a fee-only financial planner serving Bend, so we get paid to give advice, not sell you something that pays us a commission. Our fees are simple and straightforward.

Contact Us for Personalized Financial Planning

Ready to take control of your financial future? Schedule a consultation with our experienced team at Interactive Wealth today. Call 503.575.1953 or book a call on the website for a personalized financial planning & investments session.

Looking for a fiduciary financial advisor in Bend to help with your finances?

Contact one of our experts to discuss your plans. Let’s work together to achieve your financial goals.

ABOUT INTERACTIVE WEALTH ADVISORS

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.

Schedule a Call Today

Book now

DROP US A MESSAGE

Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.