Nationwide Fee-Only Fiduciary Financial Planning & Wealth Management
Independent Investment Advisors provides comprehensive financial planning, wealth management, investment strategy, and tax planning services to clients anywhere in the United States through a fully virtual advisory experience. As a fee-only fiduciary Registered Investment Advisor, we deliver the same personalized, high-touch guidance online as we do for our local Oregon clients—without commissions, product sales, or hidden incentives.
We work with technology professionals, small-business owners, executives, and high-net-worth families across the country who want a disciplined, integrated approach to long-term financial and tax planning.
Who We Serve Nationwide
Our virtual practice supports clients across all 50 states, including:
- Technology professionals with RSUs, ESPPs, stock options, or mobility-related tax issues
- Executives managing deferred compensation, concentrated equity, or multi-state income
- High-earning families seeking integrated financial and tax planning
- Small-business owners evaluating retirement plans, compensation structures, and planning needs
- Individuals seeking long-term wealth planning, retirement readiness, and investment oversight
We provide the same level of service remotely that clients receive in-person at our Oregon offices.
Comprehensive Online Financial Planning & Wealth Management
We help clients achieve their goals with customized, comprehensive strategies for financial, investment, equity compensation, risk, and tax planning. All services are available virtually:
Financial Planning & Retirement Planning
Online planning sessions, digital onboarding, secure document sharing, and interactive retirement modeling.
Wealth Management & Investment Management
Portfolio construction, monitoring, risk management, rebalancing, and ongoing investment oversight—all accessible through modern online reporting tools.
Tax Strategy & Annual Tax Planning
Proactive guidance on RSUs, ESPPs, stock options, AMT exposure, capital gains, Roth conversions, and multi-year planning strategies.
Equity Compensation Guidance for Tech Professionals
Nationwide expertise in managing stock compensation, evaluating exercise strategies, and planning liquidity events.
RMD Planning, Roth Conversions & IRA Strategy
Virtual support for retirement income planning, tax-efficient conversions, and regulatory compliance.
Inheritance & Estate Planning Coordination
We work with your CPA, estate attorney, and other professionals—no matter where they are located.
Small-Business & Entrepreneur Planning
Virtual support for retirement plan design, entity structure reviews, tax optimization, and business transition planning.
Our Virtual Process: Designed for Busy, High-Earning Professionals
We offer a streamlined, technology-forward experience using secure, modern tools:
- Video meetings via Zoom or your preferred platform
- Secure digital document uploads
- Online performance reporting
- E-signature for forms and agreements
- Real-time screen-share planning sessions
- Cloud-based financial plan access
Clients across the country choose our virtual model for convenience, transparency, and the ability to work with a fiduciary advisor who specializes in advanced tax and equity-compensation planning.
Why Work With Independent Investment Advisors — Virtually
Clients engage us because we offer:
- Fee-only, fiduciary advice—no commissions or sales incentives
- Expertise in tax strategy and equity compensation
- A boutique, multi-family-office–style experience
- Deep planning for high-net-worth and tech-industry clients
- A structured annual service calendar and proactive communications
- Personalized, data-driven investment oversight
Our remote service model provides the same high level of customization and rigor regardless of where you live.
Serving Clients Across All 50 States
We currently work virtually with clients nationwide, including:
- West Coast: California, Washington, Colorado
- Southwest: Arizona, Nevada, Texas
- East Coast: New York, Massachusetts, Virginia, North Carolina
- Midwest: Illinois, Ohio, Minnesota
- Remote workers, hybrid employees, and multi-state taxpayers
Our team is equipped to support planning needs involving multi-state tax considerations and employer-specific equity programs common across major tech hubs.
Schedule a Virtual Consultation
If you’re looking for a virtual financial advisor who provides integrated financial planning, tax strategy, investment management, and equity-compensation expertise, we’re ready to help—wherever you are.
