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

Upcoming Money Market Changes

Money Market Changes

On October 14, 2016, the U.S. Securities and Exchange Commission (SEC) will begin enforcing regulations adopted to help reduce the risk of investor “runs” on  money market mutual funds. Vulnerabilities in the $3.8 […]

September’s History!

September has historically been the worst month for stocks.  Since 1896, the Dow Jones Industrial Average has lost 1.1% on average in September.  No one really knows why, but some blame it on the mutual […]

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.