General Info

Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning and investing firm serving Portland and all surrounding areas. We specializes in providing objective advice to help clients build, manage, grow, and protect their assets through life's transitions. Our clients are busy, highly skilled IT engineers and business owners. They want unbiased advice and one firm to help them on a wide range of issues from investment management to retirement planning and tax planning. Interactive Wealth Advisors are members of the National Association of Personal Financial Advisors (NAPFA) and do not accept commissions, referral fees or soft dollars. Only 1 percent of firms nationally have taken this oath. It keeps us focused and accountable on what is important--fighting for our clients' best interests.