Fiduciary, Fee-Only Financial Planning and Wealth Management in Hillsboro, Oregon
Independent Investment Advisors is a boutique, fee-only fiduciary Registered Investment Advisor serving individuals and families throughout Hillsboro, Orenco Station, AmberGlen, Tanasbourne, Reedville, and the Silicon Forest technology corridor. We provide comprehensive financial planning, wealth management, investment strategy, and tax planning for technology professionals, small-business owners, and high-net-worth families.
Serving the Heart of Hillsboro’s Technology Corridor
Hillsboro is home to many of Oregon’s largest employers, including Intel, Nike, Amazon, Salesforce, Genentech, Tektronix, and dozens of fast-growing startups. We specialize in guiding clients through the complex financial decisions that come with careers in the tech and engineering fields.
Our expertise includes:
- RSUs, ESPPs, and stock option planning
- AMT analysis for ISO exercises
- Managing concentrated stock positions
- Tax-efficient investment strategies
- Multi-state and remote work tax considerations
We help busy professionals in Orenco, AmberGlen, Tanasbourne, and South Hillsboro simplify complexity and build long-term financial stability.
Comprehensive Wealth Management & Financial Planning in Hillsboro
We help clients achieve their goals with customized, comprehensive strategies for financial, investment, equity compensation, risk, and tax planning. Our services include:
Financial Planning & Retirement Planning
Goal-based planning, retirement income strategies, tax-efficient withdrawal planning, and Social Security optimization.
Wealth Management & Investment Management
Data-driven portfolio design, risk management, rebalancing, and long-term investment oversight.
Equity Compensation & Tax Strategy
Planning for RSUs, ESPPs, stock options, AMT, and tax-efficient liquidity events.
Inheritance, Estate & Legacy Planning
Coordinate with attorneys, evaluate beneficiary designations, and plan for long-term family wealth preservation.
RMD Planning & Roth Conversions
Support for Required Minimum Distributions, strategic Roth conversions, and IRA tax planning.
Small-Business Planning
Retirement plans, compensation structure reviews, business transition planning, and integrated tax strategy for Hillsboro small-business owners.
A Local Fiduciary Advisor You Can Trust
As a fee-only, fiduciary financial advisor, we act solely in your best interests.
No commissions. No product sales. No hidden incentives—ever.
Clients choose Independent Investment Advisors for:
- Transparent, independent advice
- Deep expertise in tax and equity compensation
- Highly personalized planning and investment management
- A boutique, multi-family-office–style experience
- Modern digital tools and clear reporting
We intentionally serve a limited number of families to maintain a high level of attention and proactive support.
Proudly Serving Hillsboro & Surrounding Communities
We work with clients across:
- Hillsboro
- Orenco Station
- AmberGlen
- Reedville
- South Hillsboro
- Tanasbourne
- Alohaburst / Westside tech corridor
- Forest Grove & Cornelius
Our local focus strengthens our ability to understand the financial needs and challenges facing professionals and families in Washington County.
Visit Our Hillsboro Office
Independent Investment Advisors
9620 NE Tanasbourne Dr Suite 300Hillsboro, OR 97124
Conveniently located near Orenco Station and the Tanasbourne/Amberglen business district, with easy access for Intel, Nike, and other Silicon Forest professionals.
Schedule a Consultation
If you’re seeking a Hillsboro financial advisor who offers personalized planning, tax-efficient investing, and specialized equity-compensation guidance, we’re here to help.
