Independent Investment Advisors

(971) 350-8068
13827 Northwest Thompson Road, Portland, Oregon, 97229

Business hours

Monday 9:00am to 5:00am
Tuesday 9:00am to 5:00am
Wednesday 9:00am to 5:00am
Thursday 9:00am to 5:00am
Friday 9:00am to 5:00am
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_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,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,Small Business Financial Investment Services,Stock Trader,Financial planning,Insurance purchase consulting,Investment advising,Retirement savings consulting,Tax planning,Wealth management,Fiduciary Adviser,Fiduciary Advisor,Financial Adviser,Financial Advisor,Inherited IRA Planning,RMD Planning,Roth Conversions,Financial Planner,Investment Advisor,Investment Manager,Portfolio Management,Registered Investment Advisor

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