Independent Investment Advisors
Independent Investment AdvisorsBusiness and professional services · Portland, OR
About
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.
Service area
Serves the business city