Welcome to Interactive Wealth Advisors

Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

Our clients are busy professionals who want unbiased advice. They are looking for one firm to help them solve a wide range of issues from investment management and insurance to retirement planning and taxes.

Our proudest moments are in the tangible results we produce for our clients like: helping one client retire at 45, another build their dream home and another send their kids to the college of their dreams.

Interactive Wealth Advisors are members of the National Association of Personal Financial Advisors (NAPFA) and do not accept commissions, referral fees or soft dollars. Only 1 percent of firms nationally have taken this oath. It keeps us focused and accountable on what is important–fighting for our clients’ best interests

Recent Blog

Tax Planning for the Self-Employed

Understand self-employment tax and how it’s calculated

As a starting point, make sure that you understand (and comply with) your federal tax responsibilities. The federal government uses self-employment tax to fund Social Security and Medicare benefits. […]


Low Interest Rate Estate Planning Strategies

The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust.  The government also specifies interest […]

Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon.  Prior to any advisory work conducted outside Oregon, Interactive Wealth Advisors would become registered in that jurisdiction, or qualify for an exemption or exclusion to the registration.