About Us
At Independent Investment Advisors, we believe that financial success is built on trust, transparency, and a truly personalized approach.
As a fee-only fiduciary firm, we are committed to acting in your best interest—providing tax-efficient wealth management, retirement planning, and investment strategies tailored to high-net-worth individuals, business owners, and professionals.
🏆 Awarded Best Financial Planner in Hillsboro 2024, we proudly serve clients across the Portland Metro Area, including Hillsboro and Beaverton. Whether you’re looking for a fiduciary financial advisor in Portland or prefer personalized financial guidance close to home, we’re here to help. Learn more about our services in Hillsboro & Beaverton here.
Our mission is simple: help you grow and protect your wealth so you can focus on what matters most. Whether you’re planning for retirement, navigating a business transition, or looking for an investment strategy that aligns with your long-term goals, we’re here to guide you every step of the way.
About Our Leadership Team
Founder and Principal Advisor
With over 18 years of experience in financial markets, I bring a strategic, analytical, and client-focused approach to wealth management. My journey began in 2003 as an individual trader and investor, where I developed a deep understanding of portfolio construction, market cycles, and long-term investment success. In 2015, I founded Independent Investment Advisors, driven by the belief that every client deserves transparent, fiduciary-driven financial guidance tailored to their unique goals.
As a fee-only fiduciary, my commitment is to serve my clients’ best interests—always.
I specialize in working with high-net-worth individuals, business owners, and professionals, helping them achieve financial security through tax-efficient investment strategies, retirement planning, and risk management.
🏆 Awarded Best Financial Planner in Hillsboro 2024, I take pride in providing high-quality, independent financial advice to clients across the Portland Metro Area, including Hillsboro and Beaverton.
🏅 Recognized in ETF.com’s Top 100 Financial Leaders List, I have been honored for my expertise and leadership in investment strategy and portfolio management.
Why Clients Trust Me:
✅ Proven Market Expertise – Nearly two decades of navigating complex financial markets.
✅ Holistic Financial Planning – A comprehensive approach integrating investments, tax strategies, and estate planning.
✅ Clear, Strategic Guidance – I simplify complex financial decisions so clients can act with confidence.
✅ Local & Personalized Service – Based in the Portland Metro Area, serving clients in Hillsboro, Beaverton, and beyond.
My mission is simple: to help you protect, grow, and optimize your wealth—so you can focus on what matters most. Whether you’re preparing for retirement, planning for your business, or seeking investment strategies that align with your goals, I’m here to help you navigate your financial journey with clarity and confidence.
Founder and Operations Director
As the Director of Operations & Client Experience Manager at Independent Investment Advisors, I ensure that every aspect of our firm runs smoothly, efficiently, and with a client-first approach. With over 10 years of experience in business operations, management, marketing, and customer service, I specialize in creating seamless experiences for our clients, from onboarding to ongoing support.
I hold a Bachelor of Science degree from Portland State University and have a strong background in strategic operations. Before joining Independent Investment Advisors, I managed high-level operations for one of the top global sports brands, where I led customer service, marketing, sales, and financial management initiatives. I spearheaded a new client service strategy that increased customer satisfaction by 15%, reinforcing my passion for delivering exceptional client experiences.
At Independent Investment Advisors, I oversee all behind-the-scenes operations, ensuring that our processes, technology, and client interactions align with our high standards of fiduciary excellence. My goal is to streamline workflows, enhance client engagement, and provide top-tier service so our clients feel supported at every stage of their financial journey.
I take pride in building meaningful client relationships, ensuring every detail is handled with care and precision. Whether it’s coordinating account management, optimizing internal processes, or enhancing communication, I am dedicated to making sure our clients have the best possible experience.
Features & Articles
Watch our Chief Investment Advisor interview with Sabrina Medyanikov publisher of Bethany & Cedar Mill Living. You will learn more about how we work with clients and when you should start working with an Investment Advisor.
Click here to read the full Bethany & Cedar Mill Living Magazine Sponsor Spotlight
Our News & Announcements
Independent Investment Advisors Receives 2023 Best of Portland Award – Financial Planner
PORTLAND January 22, 2023 – For two consecutive years, Independent Investment Advisors has been selected for the 2023 Best of Portland Award in the Financial Planner category by the Portland Award Program.
Independent Investment Advisors Receives Financial Advisory of the Year – Oregon Award
PORTLAND October, 2022 — Independent Investment Advisors has been selected for the 2022/23 Financial Advisory of the Year | Oregon by the Corporate Livewire and LTG / USA Prestige Guide
Independent Investment Advisors Receives 2022 Best of Portland Award
PORTLAND July 22, 2022 — Independent Investment Advisors has been selected for the 2022 Best of Portland Award in the Financial Planner category by the Portland Award Program. Each year, the Portland Award Program identifies companies that we believe have achieved exceptional success in their local community and business category.
Continue Reading Independent Investment Advisors Receives 2022 Best of Portland Award
We are thrilled to announce our third managed portfolio program: Structured or Defined Outcome Portfolio
This portfolio program is well suited for a general investment or savings portfolio—an investor looking to grow their investment at a moderate rate without a long-term investment horizon. Perhaps even for a real estate investor looking to diversify. The portfolio approach primarily consists of US registered index ETF’s and derivatives, more specifically, options. The portfolio approach also takes advantage of…
We expanded our custodian and technology provider agreements to include Charles Schwab Institutional.
We are happy to announce that we have expanded our custodial network to include Charles Schwab. Schwab is an industry leader—proudly supporting more independent advisors than any other custodian. Our new relationship allows our allocated portfolio clients to diversify and expand their portfolios, especially in fixed income space.
Independent Investment Advisors featured by Bethany & Cedar Mill Living Magazine
We are thrilled to announce the Bethany & Cedar Mill Living magazine feature. Our founder and principal investment advisor is getting featured as the local financial expert in the Bethany & Cedar Mill Living magazine. A social magazine for residents of Bethany & Cedar Mill neighborhoods located in Portland, OR. We have been Cedar Mill residents for thirteen years, so…
Continue Reading Independent Investment Advisors featured by Bethany & Cedar Mill Living Magazine
Our Trading-Tools API Engine Is Live
We are thrilled to announce that after roughly 18 months of development, our Trading-Tools Real Tick API engine is live and performing as expected. We now can build granular and highly customized market scans, automated trading systems and rules, and place, manage, and allocate orders into various portfolios.
We expanded our custodian and technology provider agreements to include Wedbush Securities Institutional Advanced Clearing Services.
We are happy to announce that we have expanded our custodial network to include Wedbush Securities Institutional. As a clearing leader for over 40 years, Wedbush Securities Advanced Clearing Services specializes in providing custom tailored clearing and custody and full-service solutions.
