Fee-Only Fiduciary Financial Planning and Wealth Management in Portland & Beaverton, Oregon
Independent Investment Advisors is a boutique, fee-only fiduciary Registered Investment Advisor serving individuals and families throughout Portland, Beaverton, Cedar Mill, Bethany, West Hills, Raleigh Hills, Multnomah Village, and the Westside tech corridor. We provide comprehensive financial planning, wealth management, investment strategy, and advanced tax planning for technology professionals, small-business owners, executives, and high-net-worth families.
Serving Portland’s Westside, Urban Professionals & Beaverton’s Technology Community
The greater Portland area is home to a diverse mix of technology companies, engineering firms, creative organizations, and multinational employers, including Nike, Intel, Tektronix, Amazon, Salesforce, Precision Castparts, and Providence. Many clients face complex equity compensation, multi-state tax issues, or the need for integrated financial oversight.
We specialize in:
- RSUs, ESPPs, and stock option planning
- ISOs and AMT strategy
- Tax-efficient stock diversification
- Advanced investment and portfolio design
- Retirement income and distribution strategy
- Multi-state income tax considerations for mobile and hybrid workers
Professionals in Cedar Mill, Bethany, Raleigh Hills, Multnomah Village, Beaverton Central, The Round, and downtown Portland trust us to bring clarity and disciplined guidance to their financial lives.
Comprehensive Wealth Management & Financial Planning in Portland & Beaverton
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 projections, tax-efficient withdrawal strategies, and Social Security optimization.
Wealth Management & Investment Management
Portfolio design, risk management, rebalancing, tax-loss harvesting, and long-term investment oversight.
Equity Compensation & Tax Strategy
RSUs, ESPPs, stock options, AMT planning, and concentrated equity risk management.
Inheritance, Estate & Legacy Planning
Beneficiary reviews, multi-generational planning, coordination with estate attorneys, and integrated legacy strategy.
RMD Planning & Roth Conversions
Support for Required Minimum Distributions, strategic Roth IRA conversions, and retirement tax planning.
Small-Business & Executive Planning
Retirement plans, equity structures, business-transition guidance, and compensation planning for Portland and Beaverton small-business owners and executives.
A Local Fee-Only, Fiduciary Advisor Serving Portland & Beaverton
As a fee-only Registered Investment Advisor, we always act in your best interests.
No commissions. No product sales. No hidden incentives.
Clients work with us because we provide:
- Transparent, data-driven financial and tax planning
- A boutique, multi-family-office–style experience
- Deep specialization in tax planning and equity compensation
- Customized investment strategies tailored to long-term goals
- Proactive communication and structured annual planning processes
We intentionally limit the number of families we serve to deliver a highly personalized client experience.
Proudly Serving Portland, Beaverton & Surrounding Communities
Our firm supports clients across:
- Portland (West Hills, Southwest, Northwest, Pearl District)
- Beaverton (Cedar Hills, Five Oaks, Triple Creek, Vose, Raleigh West)
- Cedar Mill
- Bethany
- Raleigh Hills
- Multnomah Village
- Garden Home
- Tigard, Tualatin & Lake Oswego
- Westside & Silicon Forest tech corridor
Our local knowledge helps us better understand the unique financial needs of professionals and families in the region.
Visit Our Portland / Beaverton Office
Independent Investment Advisors
13843 Northwest Thompson Road, Portland, OR 97229
Convenient to downtown Portland, Beaverton Central, Cedar Hills, and Bethany, with easy access via US-26 and Hwy 217.
Schedule a Consultation
If you’re searching for a Beaverton financial advisor or Portland fiduciary planner specializing in comprehensive planning, tax-efficient wealth management, and sophisticated equity compensation guidance, we’re here to help.
