Financial Advisor in Seattle, WA

Unlock your full financial potential with our expert guidance. Our financial advisory services will get your finances set up the right way. Book a call to learn more.

Whether you need help with retirement planning or want someone to walk you through your investment options, as a fee-only financial advisor serving Seattle, helping you achieve your financial goals will be our priority.
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financial advisor in Seattle

About Interactive Wealth Advisors

Interactive Wealth Advisors is a financial advisory firm providing service in Seattle, Washington.

We deliver value-based and unbiased fee-only advice and portfolio management to assist customers approaching retirement to create, grow, and safeguard their capital.

Our clients are busy executives and professionals nearing retirement who work in high-paced areas such as engineering, manufacturing, and information technology. They have a lot on their plates and appreciate the help our investment advisors and financial planners offer.

You, too, can leverage our expertise to manage your finances. We look forward to meeting with you to see how we can best help. 

Schedule a consultation today.

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The Benefits of Hiring a Financial Advisor in Seattle

There are dozens if not hundreds of online tools and resources these days that help people sort out their finances. So why exactly should you work with a financial planner in Seattle?

Here are some benefits you will not get doing it yourself.

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.


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Specialized Expertise

A certified financial planner professional has specialized knowledge about a wide range of financial matters, including stocks, bonds, and mutual funds; sudden wealth management; tax planning strategies; retirement income planning; estate planning; selling a business; family wealth management; insurance coverage — even life insurance if applicable! These individuals can draw on this wealth of experience and knowledge to help clients navigate complex concepts and make smart decisions with their money.

Tax Efficiency

The tax rules surrounding investment management are complex, but they’re also highly important to any discussion about personal finance. A good advisor will be able to structure your investments so that they’re not just in compliance with IRS regulations but also tax efficient. We have one of the most extensive teams of tax planners in the area working on HNW and UHNW cases. 

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Access to High-Quality, Diversified Fiduciary Investment Options

Most people don’t have the time or resources to research every investment option available, but a wealth management advisor does.

This fiduciary can put together a diversified list of investment products ranging from conservative to high-risk, high-yield options and make suggestions based on the client’s risk appetite.

Access to Personalized Long-Term Financial Planning

Unlike online tools and software that basically offer a generic approach, a family financial advisor will work with you to create a one-of-a-kind financial plan that represents your most important life objectives so that your wealth outlives you rather than the other way around.

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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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Why Choose Us?

You may be asking yourself, why choose Interactive Wealth Advisors? We’ll give you four good reasons. 

Deep-Dive Tax Approach to Financial Advice

One of the things that set our Seattle financial planner team apart from others is our deep understanding of tax planning and how it can impact your finances and goals. 

We don’t just focus on the numbers. We take the time to understand individual situations so that we can proffer solutions that deliver the best outcomes.

Risk-Based Investment Model

In addition to our deep-value approach, another thing that separates us from others is our investment risk management model. While we believe that taking risks is essential to achieving investment goals, we also understand that individual tolerance for risk differs. This means that we take into account your personal risk tolerance when making investment recommendations. 

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Customized Solutions for Individual Clients

Like fingerprints, no two clients are alike. Solutions that work for one person might not work for another. This is why we treat every customer individually.

No matter what you’re looking for, whether you’re considering estate planning, looking for a retirement planner, or business transition planning. Our team of professionals will create a customized plan for your specific needs.

Transparent, Upfront Pricing

As a fee-only fiduciary serving the Seattle area, we pride ourselves on providing transparent, upfront pricing. You will have a clear breakdown of our charges from the very get-go. No hidden fees. No unexpected surprises.

Years of Industry Experience

At Interactive Wealth Advisors, our financial advisors have decades of industry experience between them. So whether you are looking for tax optimization strategies, tactical financial management, asset protection, or simply to get started setting your finances on the right path, you can leverage our experience and expertise to help you get there.

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Our Approach

At Interactive Wealth Advisors in Seattle, we believe that our clients should have access to unbiased services all the time. When you partner with us, you can count on getting:

  • Bespoke fiduciary services
  • A dedicated customer service staff
  • Modern, user-friendly technology
  • A real live person on the phone whenever you call
  • Actionable insights for financial growth
  • Regular progress review

Working with a CFP® professional is one of the most important partnerships you will have, and at IWA, we want your experience to be as positive as possible.

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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 serving Seattle 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.

Who Is It For?

Our wealth management firm in Seattle caters to a wide variety of clients. These are people who fall under the following categories.

  • Those who are planning to retire
  • Entrepreneurs, particularly in the technology sector
  • People with a high net worth
  • Individuals with high marginal tax rates

What Are the Costs?

IWA is a fee-only financial planner serving Seattle, 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 Seattle to help with your finances? 

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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