Welcome to Interactive Wealth Advisors

Interactive Wealth Advisors is a Portland, OR Registered Investment Advisor and Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective advice 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

Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is […]


What’s Next for the Dow?

The stock market kicked off March 1st with a new high in the Dow, S&P 500 and NASDAQ but has been losing steam the rest of the month.  Since the presidential election, investor optimism has […]


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.