Independent Investment Advisors

Independent, Fiduciary & Fee-Only Advisor

Independent Investment Advisors – Local Wealth Management & Financial Planning for the Pacific Northwest

At Independent Investment Advisors, we provide fee-only, fiduciary financial planning, wealth management, and tax strategy services to technology professionals, small-business owners, executives, and families throughout the Hillsboro and greater Portland metro area. As an independent boutique RIA, we focus on a limited number of households, delivering personalized, data-driven guidance with full transparency and no commissions.

Comprehensive Financial Planning and Wealth Management

We help clients achieve their goals with customized, comprehensive strategies for financial, investment, equity compensation, risk, and tax planning. Whether you’re navigating stock compensation, preparing for retirement, analyzing your cash flow, or managing a complex financial portfolio, our team integrates planning and investment management into one cohesive approach.

Our core services include:

  • Wealth Management & Investment Management
  • Financial Planning & Retirement Planning
  • Equity Compensation Planning (RSUs, ESPPs, Stock Options, AMT)
  • Tax Planning & Ongoing Tax Strategy
  • Education Planning & Cash Flow Planning
  • Small-Business Financial Planning & Retirement Plans
  • Inheritance & Estate Planning Coordination
  • RMD Planning, Roth Conversions & Inherited IRA Planning

A Fiduciary, Fee-Only Advisor You Can Trust

As a fiduciary Registered Investment Advisor, we act solely in your best interests.
No commissions. No product sales. No hidden incentives—ever.

We serve clients throughout:

  • Hillsboro
  • Beaverton
  • Portland
  • Tualatin Valley / Silicon Forest Tech Corridor
  • Cedar Mill & Bethany
  • Orenco, AmberGlen & South Hillsboro
  • Tigard, Tualatin, Sherwood, and surrounding communities

Technology professionals and small-business owners in the region rely on us for unbiased, sophisticated wealth and tax planning.

Specialized Expertise for Technology Professionals

The Portland/Hillsboro area is home to major employers such as Intel, Nike, Salesforce, Tektronix, Amazon, and numerous startups. We help tech-industry clients manage the complexity that comes with:

  • RSUs
  • ESPPs
  • Non-qualified stock options
  • Incentive stock options
  • Concentrated stock risk
  • AMT exposure
  • Multi-state tax considerations

Our planning is built on real data—not speculation—and focuses on long-term wealth preservation.

Local, Personalized Service for High-Net-Worth Families

We limit the number of families we serve so we can offer deeper planning, proactive communication, and customized portfolio management. Clients benefit from our boutique, multi-family-office-style approach:

  • Integrated financial & tax planning
  • Customized asset allocation and portfolio management
  • Tax-efficient investing strategies
  • Coordination with CPAs, estate attorneys & other professionals
  • Transparent reporting and modern digital client experience

Visit Us at Either Local Office

Hillsboro Office

Independent Investment Advisors

9620 NE Tanasbourne Dr Suite 300, Hillsboro, OR 97124
Convenient for clients in Hillsboro, Orenco, AmberGlen, South Hillsboro, and the Silicon Forest tech corridor.

Portland / Beaverton Office

Independent Investment Advisors

13843 Northwest Thompson Road, Portland, OR 97229
Serving clients across Portland, Beaverton, Cedar Mill, Bethany, Tigard, and surrounding communities.

Schedule a Consultation

If you’re looking for a fiduciary advisor who provides comprehensive planning, integrated tax strategy, and highly personalized wealth management, we’re here to help.

Schedule a complimentary virtual introductory consultation here!