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

Recent Blog

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 […]

New IRS Deadlines for Business Owners

In October 2016, the IRS issued a reminder to employers and small-business owners of a new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC to the Social Security Administration (SSA). The accelerated […]

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.