Financial Advisor in Medford, OR

Unlock your full financial potential with our unparalleled guidance and expertise. We excel in providing comprehensive advisory services that equip you to traverse your financial path with assurance and accomplishment.

From retirement strategy to exploring investment opportunities, our team of committed fee-only financial advisors serving Medford, Oregon, is here to aid you in realizing your goals. We will partner with you to devise a tailored plan that accommodates your unique situation, setting you toward financial independence and wealth.

Are you prepared to seize control of your financial destiny? Schedule a call with one of Medford’s financial planning specialists today, and let us navigate you toward a more prosperous future.
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About Interactive Wealth Advisors

Interactive Wealth Advisors is a financial advisor firm offering services in Medford and beyond. We provide clients with value-based, unbiased fee-only advice and portfolio management: the key to creating, growing, and safeguarding capital as you approach retirement.

Our services enable busy executives and professionals in high-paced areas such as engineering, manufacturing, and information technology to plan their finances. As retirement nears, managing wealth and structuring investments becomes crucial to ensure you are well insulated from economic shocks. 


As Portland-based financial advisors serving Medford, we understand the demands of your lifestyle and the need to secure your future. Our advisors are here to lessen the burden, providing professional services to help customers meet their financial goals.

Get the experts in financial planners on your side to improve your approach to managing finances. We look forward to helping you maximize your retirement nest egg, from planning to execution.


Schedule a consultation today.

Fee-Based Financial Advisor Services 

Financial advisors’ fee-based services allow clients to pay a specified fee instead of commissions on each transaction. 

Why a fee-based structure?


This payment model clarifies the costs around your services, hence improving transparency: no hidden charges or undisclosed commissions. A fee-based plan enables you to pay only for what you need to further your financial standing. 

Our Oregon financial advisors also provide services tailored to your budget. You can choose products and investment options that help you meet your goals while making wise financial decisions.


In Medford, OR, the financial planning team is dedicated to nurturing client relationships by providing valuable assistance. You can rest assured our interests align with yours.

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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.
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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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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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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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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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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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Stock option planning
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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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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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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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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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Investment management for trusts
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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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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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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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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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Wealth management
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The Benefits of Hiring a Financial Advisor in Medford

With the expertise and knowledge of a reliable firm, your journey toward retirement can be a smooth transition. You are empowered to make informed decisions concerning your investments, tax planning, and retirement options, which can be complex to navigate without in-depth knowledge.

The financial landscape is ever-changing, with new opportunities to help preserve your capital. Our team is here to provide custom financial planning to ensure your investment approach meets your goals and needs without upsetting your risk tolerance. We monitor and manage client portfolios per your vision for the future and ensure minimal liabilities.

Achieving your dreams with professional backing to help you track and maintain your progress is a sure way to secure your peace in retirement. You can stay focused on doing what you do best now and let the professionals handle all the research and analysis that allow you to make sound investment decisions.

Tailored Financial Planning in Medford, Oregon

The critical elements of our individualized approach to financial planning in Medford include:

  • A comprehensive assessment of your financial situation.
  • Setting achievable goals.
  • Evaluating risks.
  • Developing strategies to manage risks.

We can help you decide when to bring in the CFP® professionals for your tax planning, estate planning, and cash flow management.

Even though we are based in the Portland area, our proficiency as family wealth advisors has a proven recognition across all of Oregon and may be as beneficial to the residents of Medford.

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With a grasp of how the local economy influences individual and family objectives, we’re well-prepared to aid you in harmonizing your aspirations with your financial prosperity.

Whether you’re still devising your retirement plans or anticipating organizing your estate for your descendants and grandchildren, we will guide you every step of the way.


Get ahead in your financial planning & investments by leveraging high-yield techniques to achieve your goals and minimize risk, understanding different investment strategies, tax optimization tools, diversification, hedging and retirement planning tools, and comprehensive estate plans.

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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.
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, so we get paid to give advice, not sell you something that pays us a commission. Our fees are simple and straightforward. 

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

Contact Us for Personalized Financial Planning 

Your needs are unique to you, and so are your personal financial goals. Take the next step towards your retirement by hiring CFP® professionals to develop a custom fit strategy for you and your financial situation. Contact one of our experts to discuss your plans.

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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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