Passionate About Your
Comprehensive, Customized Solutions
Retirement the Way You
Are You OK? Find Out.
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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
What do you think inflation will do over the next year? What about the next 10 years? When you see the word “inflation,” do you fall asleep? Panic? Click to the next thing? It’s with us all the time, but most of us don’t spend a lot of time thinking about it (beyond...
What’s the best age to retire at? How do you know when it’s the right time to retire? We often spend a lot of time pondering those questions. And we tend to confine our thinking to the financial side of things. How much do we need to retire and how far will our money...
Has the pandemic changed your mind about where to travel? For many of us, it has. Instead of visiting pre-COVID hotspots like theme parks and entertainment destinations, most folks want to get away to scenic, open spaces, like beaches and national parks. And most are...
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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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