Are We the Right Wealth Advisor for You? | Fiduciary Financial Planning in Portland, Oregon
A Personalized, Fiduciary Approach to Your Wealth
Finding the right financial advisor isn’t just about numbers—it’s about trust, transparency, and a shared vision for your future. At Independent Investment Advisors, we specialize in helping high-net-worth families, technology professionals, business owners, and professionals in Portland Metro Area create financial strategies that grow and protect wealth for generations.
If you’re looking for a fee-only fiduciary advisor with a holistic, personalized approach, please read on!
Who We Work Best With
We are an ideal fit for clients who:
✅ Value a Fiduciary Relationship – We act solely in your best interest, providing unbiased financial guidance without hidden fees or commissions.
✅ Are Busy Executives, Technology Professionals Professionals or Business Owners – You’re focused on your career, business, or family and need a trusted partner to manage your wealth efficiently.
✅ Want a Proactive, Tax-Efficient Strategy – We integrate investment management, tax planning, estate strategies, and risk management to maximize your financial success.
✅ Have $1M+ in Investable Assets – Our approach is tailored for individuals and families with complex financial situations that require expert coordination.
✅ Are Preparing for Retirement or a Major Life Transition – Whether you’re retiring, selling a business, or receiving an inheritance, we help you navigate financial decisions with confidence.
Why Choose Independent Investment Advisors?
1. A Boutique Experience with National Expertise
Unlike large firms that treat clients as account numbers, we take the time to understand your goals, values, and unique financial complexities. You’ll always work with an experienced advisor—not be passed off to a junior representative.
2. Integrated Tax and Investment Planning
Most advisors focus solely on investments. We go beyond that by incorporating proactive tax strategies, estate planning, and risk management to ensure you keep more of what you earn.
3. Fee-Only, No Commissions, No Hidden Costs
We are a fee-only fiduciary, meaning we don’t receive commissions from financial products. Our only priority is your best financial outcome.
4. A Long-Term Partnership
We believe in building lifelong relationships with our clients, regularly adjusting financial strategies as life evolves. You’ll receive ongoing, proactive advice tailored to your changing needs.
5. Based in Portland, Oregon, Serving Clients Nationwide
Though we are based in Portland, Oregon we work with clients locally and across the country via virtual meetings and secure digital financial tools.
Our Services: Comprehensive Wealth Management
🔹 Investment Management – Custom portfolio strategies aligned with your long-term goals.
🔹 Tax Planning & Optimization – Reduce tax liabilities with strategic planning.
🔹 Retirement Planning – Create a reliable income strategy for retirement security.
🔹 Estate & Legacy Planning – Ensure your wealth is protected and passed on as intended.
🔹 Risk Management & Asset Protection – Safeguard your financial future from unexpected risks.
How to Get Started
🔹 Step 1: Schedule a free, no-obligation consultation.
🔹 Step 2: We’ll discuss your financial situation, goals, and whether we’re the right fit.
🔹 Step 3: If we’re a match, we’ll create a custom financial strategy tailored to your needs.
📞 Call us at 971-350-8068 or Schedule a Consultation
Still Unsure? Let’s Talk.
Choosing the right wealth advisor is a major decision. We invite you to schedule a free consultation to see if our approach aligns with your financial needs.
👉 Click Here to Book a Free Consultation
