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.
Investment Management & Transition Planning Portland Oregon
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.
Financial Advisors & Planners in Portland Oregon
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