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 helping big tech professionals, and little tech business owners nearing retirement become successful retirees.

Why People Hire Us

Business Owner Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Investment management

Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.

Transition planning

Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.

Retirement Planning

Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.

Estate Planning

At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.

Social Security Planning

Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.

Tax Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Our Mission

Our mission is to make pre-retirees successful retirees.

Our Values

Our core values drive how we act, invest, hire, evaluate and solve problems. They are:

Own it – we take extreme personal ownership of everything without excuses
Simplify – Filter every decision. If it’s not a Hell Yeah idea, person, or whatever, then it’s a solid No.
Be Mindful – live in the moment and focus on What’s Important Now
Listen then Talk – Listen to others before you make assumptions, then tell everyone on your team what you’re doing and why
Tweak it – micro improvements compounded over time result in massive outcomes. We are always looking for ways to improve.

Why Choose Interactive Wealth Advisors

If you’re the type of person who wants to be 120% confident that you’re getting the best, conflict-free advice possible, you will love us. We built our business around our clients’ needs and what’s best for them, NOT the best way to sell you more stuff to 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.

ABOUT INTERACTIVE WEALTH ADVISORS

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.

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Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.