Independent Investment Advisors
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Founded in 2015, Independent Investment Advisors is a boutique, fee-only fiduciary RIA serving technology professionals, small-business owners, executives, and families across Pacific Northwest. We help clients achieve their goals with customized, comprehensive strategies for financial, investment, equity-compensation, risk, and tax planning. Our services include wealth management, retirement planning, inheritance planning, education planning, investment management, tax planning, and small-business solutions. We focus on a limited number of families to deliver personalized, data-driven guidance.
IMPORTANT DISCLAIMER AND LEGAL NOTICE. PLEASE READ CAREFULLY.
For more information please go to our website and read disclaimer-and-legal-notice.
| Payment options | American Express, Visa, Mastercard |
| Year established | 2015 |
| Languages | en_GB, en_IN, en_PI, en_UD, en_US, sr_RS |
| Tags | Investment Advisor,Financial Advisor,Financial Adviser,Retirement Planning,Portfolio Management,Fiduciary Advisor,Wealth Management,Investment Manager,Registered Investment Advisor,Fiduciary Adviser,Fee Only Advisor,Tax Planning,Independent Financial Advisor,Inheritance Planning,Financial Planning,Investment Management,fiduciary fee-only advisor,high-net-worth,financial advice |
| Brands | Bonds,Charles Schwab,ETF's,Interactive Brokers,Mutual Funds,Options,Stocks |
| Services | Business consulting,Estate planning,Financial coaching,Insurance-related financial advisement,General investment consulting,Mutual & index fund consulting,Net worth & cash flow analysis consulting,Retirement-related financial consulting,Stocks & bonds consulting,Fiduciary Adviser,Fiduciary Advisor,Financial Adviser,Financial Advisor,Financial Planner,Inherited IRA Planning,RMD Planning,Roth Conversions,Financial planning,Investment advising,Retirement savings consulting,Tax planning,Wealth management,Investment Advisor,Registered Investment Advisor,Alternative Investments,Hedge Fund Management,Investment Manager,Portfolio Management,Stock Trader |