Passionate About Your
Comprehensive, Customized Solutions
Retirement the Way You
Are You OK? Find Out.
Get in touch
Tell us about your dreams
Are You OK? Find Out
Get in touch
Tell us about your dreams
Interactive Wealth Advisors is a Registered Investment Advisor and financial planning firm serving Portland, Oregon and its surrounding neighborhoods. We specialize in providing objective, fee-only advice, coaching and portfolio management to help our clients build, manage, grow, and protect their wealth through all of life’s transitions.
Our clients are busy professionals and executives approaching retirement who work in demanding industries like semiconductors, medicine and information technology. Their days are consumed with running their business, managing staff and serving clients. In their spare time, they enjoy traveling with friends and family, embracing the great outdoors, working on fun projects and celebrating life’s moments.
Committed to Helping Our Clients Succeed.
We’re Not Like the Other Guys
If you’re the type of person that wants to be 120% confident that you’re getting the best, conflict-free advice possible, then you’re going to love us. We built our business around our clients’ needs and what’s best for them NOT what’s the best way to sell you more stuff, so we can high-five each other on fat commission checks. We’ve seen how the dark side operates (i.e., non-fiduciary advisors) and even how some bad apples are moving into the Registered Investment Advisors space after getting kicked out of the brokerage world. That’s why we follow the most stringent fee-only business standards of the National Association of Personal Financial Advisors. We don’t pay for referrals from anybody and we’ll never ask you for one. Of course, we will gladly accept your referrals!
We don’t own part of an insurance agency, real estate company, business broker or mortgage company so we can get paid by recommending you buy from them. We aren’t part-owners in a CPA firm or they in us trying to cross sell you stuff. We don’t offer in-house products like limited partnerships or LLC’s that pay us exorbitant performance and management fees. We don’t receive commissions from the sale of any life insurance or annuity product. We’re not going to recommend our brother-in-law the insurance agent to you (sorry Wayne!) or any other family member or friend. Unfortunately, many RIAs do exactly these things and call themselves ‘fiduciaries’ but have tons of required conflict of interest disclosures. If you want a true fee-only, fiduciary then you’ve come to the right place.
Our clients are all different and unique, but they have one thing in common—their lives have gotten too complex and they need a reliable partner to help them manage their wealth. That’s why they choose to work with us. They know our fee-only business model will not only save them time and money, but more importantly, give them greater peace of mind.
Their lives will get organized, simplified and their vision will become a reality sooner. They’ll have a trusted partner to filter out the noise and help them solve the complex problems they’re facing, from investment management and insurance to retirement planning and taxes.
Financial decisions can get complex when there are a lot of factors influencing them. Is this a good investment? What are the tax implications if I move forward? What am I missing here? Are they just trying to sell me something? Our decisions have the power to change our lives for the better and for the worse. That’s why our clients know it’s important to have someone who’s been there and helped others like them successfully navigate complex issues.
Partners for Life
As your partner, we want you to be able to relax and enjoy your free time, while we do the heavy lifting. But first, we need to know about you and your current reality. What’s important to you and what are the challenges you’re facing? We’ll help you create a vision of your ideal future and then lay out the steps on how we’ll get you there.
However, no journey is without obstacles. We’ll be there to help you overcome these obstacles and adjust as needed. No plan is full-proof or set in stone. It changes with market trends, new laws and the speed bumps in life. Even if you are a savvy investor, you can always benefit from objective, professional advice. There are the unknown unknowns that an experienced second opinion may be able to uncover for you.
Our company was founded on Independence, Excellence, and Integrity. We are one of the few companies in Portland to take a fiduciary oath to put our clients’ interest above everything else.
Why People Hire Us
Your Next Adventure
So, what exactly can we do for you? If you are considering investing, we’ll show you how to optimize your investments to maximize performance while minimizing risk. For example, if you’re an accredited investor we can show you how adding venture capital, private equity and more sophisticated strategies significantly reduces your risk versus more traditional strategies.
If you are approaching retirement, we’ll create a plan that will continue to grow and preserve your wealth as you start to take distributions. If your life took an unexpected turn (got transferred to a new city for work, got married or divorced, or lost your job), we’ve got your back. You can evaluate your new situation with the help of professionals before deciding how to move forward.
Do you belong to one of the mentioned groups? Or do you maybe just need someone to handle your money because you don’t want to (or don’t know how to) do it on your own? You’ve come to the right place.
Recent Blog Posts
How much research do you do before you buy something new? Nearly 9 in 10 folks will take some time to learn about products they want to buy before making a purchase. Yet, more than 1 in 3 have bought cryptocurrency without knowing anything about it. Are you one of...
Over the past years, tech salaries have been growing consistently. Whether you work in the healthcare or manufacturing sector, if you were part of the tech team, you probably got a pay rise. In the digital era, learning tech skills have become a must and the...
A million dollars isn't what it used to be. —Howard Hughes How true is that when it comes to your retirement nest egg? A cool $1 million is a still big chunk of change. But is it enough to cover today’s retirement expenses? Just how many years could your dream...
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.
About 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.
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