Frequently Asked Questions (FAQs) – Independent Investment Advisors
Serving clients in Beaverton, Hillsboro, and the Portland Metro Area.
General Questions
1. What does a fiduciary financial advisor do?
A fiduciary financial advisor is legally and ethically bound to act in your best interests. As a fee-only fiduciary, we provide unbiased financial advice without earning commissions from financial products. Learn more about our fiduciary approach.
2. Why should I choose Independent Investment Advisors?
🏆 Awarded Best Financial Planner in Hillsboro 2024
🏅 Named to ETF.com’s Top 100 Leaders List
⭐ 2024 Five Star Wealth Manager Award Recipient
We specialize in tax-efficient investment strategies, retirement planning, and wealth management for high-net-worth individuals, professionals, and business owners in Beaverton, Hillsboro, and Portland Metro. See how we can help you.
3. Where are you located, and do you work with clients outside of Beaverton and Hillsboro?
Our office is located in the Portland Metro Area, and we work with clients throughout Oregon and nationwide via secure virtual consultations. Explore our services in Beaverton.
Investment & Financial Planning
4. What investment strategies do you use?
We focus on evidence-based investment strategies, including diversified portfolios, tax optimization, and risk management tailored to your financial goals. Learn about our investment approach.
5. How do you manage risk in investment portfolios?
Our strategies include diversification, tax-efficient investing, and active risk management to help protect your wealth. Discover our portfolio management strategies.
6. Can you help with 401(k) rollovers and retirement planning?
Yes! We assist with 401(k) rollovers, IRA strategies, and comprehensive retirement planning to maximize your savings and minimize tax liabilities. Start planning your retirement.
Tax & Estate Planning
7. How does tax planning fit into my financial strategy?
We integrate tax-efficient investment strategies to reduce tax liabilities, including capital gains tax minimization, Roth conversions, and strategic asset location. Optimize your tax strategy.
8. Do you provide estate planning services?
Yes, we coordinate with estate attorneys to develop estate and legacy planning strategies that align with your long-term financial goals. Learn about estate planning.
Working With Us
9. How do I get started?
We begin with a free consultation to understand your financial goals and assess how we can help. Schedule a consultation today.
10. How do you charge for your services?
We operate on a transparent fee-only model, meaning no hidden fees or commissions—just straightforward financial guidance. See our pricing structure.
11. Can I manage some of my investments on my own while working with you?
Yes! We offer co-managed portfolio options, allowing you to stay involved while benefiting from our expertise. Explore our investment services.
12. How do you protect my personal and financial information?
We follow strict confidentiality and cybersecurity protocols to ensure your financial data is protected at all times. Learn about our security measures.
Contact Us
📞 Call us at 971-350-8068
📍 Serving Beaverton, Hillsboro, and the Portland Metro Area
📅 Schedule a Free Consultation
Choosing the right financial advisor is a critical decision. Let’s discuss your goals and create a customized financial strategy that works for you!
