About Us
We are an Independent Registered Investment Advisor (RIA) that provides investment management, financial planning, tax planning, and financial advice. Our mission is to help our clients reach their financial goals by providing them with the highest quality financial advice. We strive to make the financial planning process as easy and transparent as possible for our clients. We believe that everyone should have a clear understanding of their financial situation and their options for reaching their goals. That’s why we provide our clients with comprehensive financial planning reports and educational materials. If you are looking for an independent and objective financial advisor who can help you reach your financial goals, we encourage you to get in touch and schedule an introductory meeting here.
Features & Articles
About Our Team
I am a passionate and experienced financial advisor with over 18 years of experience in the financial markets. I began my career in 2003 as a personal investor, and I quickly developed a deep understanding of the markets and how to build successful investment portfolios. In 2017, I founded my own financial planning firm, and I now work with a select group of clients to help them achieve their financial goals.
I am a highly analytical and strategic thinker, and I am always up-to-date on the latest financial trends. I am also a skilled communicator, and I am able to explain complex financial concepts in a clear and concise way. I am committed to providing my clients with the highest level of service and attention. I believe that every client is unique, and I tailor my approach to each individual’s specific needs and goals.
I am a graduate of Portland State University, where I earned a Bachelor of Arts in Business Management & Leadership.
I am passionate about helping people achieve their financial goals, and I believe that everyone deserves to have a secure financial future. I am committed to providing my clients with the knowledge, guidance, and support they need to reach their goals.
You can view my SEC Investment Adviser Public Disclosure Report here.
I am a results-oriented and driven business manager with over 10 years of experience in business operations, management, marketing, and customer service. I am a graduate of Portland State University, where I earned a Bachelor of Science degree.
I have a proven track record of success in leading and managing teams, developing and implementing strategic plans, and delivering results. I am skilled in all aspects of business operations, including customer service, marketing, sales, and financial management.
In my previous role as Operations Manager for one of the top two global sports companies, I successfully managed all aspects of the company’s operations, including customer service, marketing, sales, and financial management. I also led the development and implementation of a new customer service strategy that resulted in a 15% increase in customer satisfaction.
I am passionate about providing excellent customer service and ensuring that our clients have the best possible experience. I am also a skilled communicator and have a proven ability to build and maintain relationships with clients and colleagues.
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.
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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.
