Top Fiduciary Financial Advisor in Beaverton, OR – Wealth Planning for Your Future
Your Trusted Independent Financial Advisor in Beaverton, OR
Selecting the right financial advisor is one of the most important decisions you can make for your financial future. At Independent Investment Advisors, we provide fee-only, fiduciary wealth management services to individuals, business owners, and families in Beaverton, OR, and the greater Portland Metro Area.
🏆 Awarded Best Financial Planner in Hillsboro 2024 – Recognized for excellence and client service.
🏅 Named to the Top 100 ETF.com Leaders List – Acknowledged for leadership and expertise in investment management.
🏆 2023 Best of Portland Award Winner – Honored for our commitment to excellence in the Portland Metro Area.
⭐ 2024 Five Star Wealth Manager Award Recipient – Recognized for outstanding client service and industry leadership.
If you’re looking for a personalized, tax-efficient approach to financial planning, our team is ready to help.
Why Choose a Fiduciary Financial Advisor in Beaverton?
As a fee-only fiduciary firm, we are legally bound to act in your best interest—unlike brokers who may earn commissions on financial products. Our goal is to provide unbiased, transparent financial advice that aligns with your long-term objectives.
Our clients choose us because they:
✅ Need Tax-Efficient Investment Strategies – We create portfolios designed to minimize taxes while maximizing growth.
✅ Are Preparing for Retirement or Major Life Transitions – Whether you’re approaching retirement, selling a business, or managing generational wealth, we offer expert guidance.
✅ Own a Business or Have Complex Financial Needs – We specialize in financial planning for business owners, executives, and professionals in Beaverton and beyond.
✅ Value Personalized, Ongoing Financial Guidance – We provide a high-touch, relationship-driven approach tailored to each client’s needs.
Our Comprehensive Wealth Management Services
At Independent Investment Advisors, we offer a full range of financial services, including:
📌 Investment Management – Custom portfolios aligned with your goals and risk tolerance. 📌 Tax Planning & Optimization – Strategies designed to minimize tax liabilities and increase after-tax returns. 📌 Retirement Planning – Personalized income strategies to help secure a worry-free retirement. 📌 Estate & Legacy Planning – Ensuring your wealth is protected and transferred efficiently to future generations. 📌 Risk Management & Asset Protection – Protecting your financial future from unexpected risks.
Proudly Serving Beaverton, OR & Surrounding Communities
Our office is conveniently located near Beaverton, OR, and we proudly serve clients across:
- Beaverton, Hillsboro, and the Greater Portland Metro
- Tanasbourne, Cedar Hills, and Raleigh Hills
- Local business owners, tech professionals, and retirees
We work with clients both in-person and virtually, utilizing secure digital financial tools to provide comprehensive wealth management solutions.
Schedule a Free Consultation Today
📞 Call us at 971-350-8068 or Schedule a Consultation
Choosing the right financial advisor is an important decision. Let’s discuss your financial goals and determine if we’re the right fit for you.