Independent Investment Advisors is a wealth advisor in Portland, OR. We provide comprehensive financial planning & investment management services to families, retirees, professionals, and business owners. A relationship with your wealth advisor is very personal. As such, it can only be effective if values, thinking, and approach to building wealth are genuinely compatible.
Get in touch and let's discuss if we can work together! We never earn commissions, fees, or kickbacks on your investments. You know what your costs, risks, and opportunities are and how well your portfolio is performing. The founder's love for financial markets and passion for investing is the foundation of the company.
Get in touch and let's discuss if we can work together! We never earn commissions, fees, or kickbacks on your investments. You know what your costs, risks, and opportunities are and how well your portfolio is performing. The founder's love for financial markets and passion for investing is the foundation of the company.
Services
About Us
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We are an Independent Registered Investment Advisor located in Portland, working with clients in Oregon and Washington. Our primary focus is investment management, financial planning, and financial advice. Our mission is to provide the highest quality financial investment advice and to help our clients define and reach their goals.
Our Services
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We work with a variety of financial solutions to help our clients with their unique wealth management needs. Whether our clients are looking to save for retirement, build or preserve wealth, or leave something for the people and organizations they care about, we have access to a variety of solutions.
Our Process
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It takes a team of people to achieve the best possible financial planning and investment goals in many cases. We work collaboratively with our clients and other specialized professional advisors such as tax, accounting, and legal for the best possible outcomes. Also we generally don't find that complex and illiquid investments, such as annuity contracts and proprietary commodity assets, are necessary to achieve the client's financial goals.
Education
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A critical component of any financial plan and ongoing wealth management process is modeling through various what-if scenarios. We use these financial calculators to do just that. Creating a best-case and a worst-case makes up an investment planning framework we use to manage our client's wealth over the years to come.
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