Independent Investment Advisors

Independent Investment Advisors Independent fiduciary RIA providing financial, retirement and tax planning and investment management IMPORTANT DISCLAIMER AND LEGAL NOTICE.

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 plan

ning, 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. PLEASE READ CAREFULLY. For more information please go to our website and read disclaimer-and-legal-notice.

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affectin...
06/17/2026

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affecting household budgets: shrinkflation. Swipe through for a breakdown of how they differ and how each is felt in everyday life.

We hope this breakdown is helpful. If you have questions about your overall financial strategy, don’t hesitate to reach out. We can help you evaluate your current strategy and make adjustments where needed.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
06/16/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is...
06/15/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

Did you know that millions of Americans are considered credit invisible? This means they do not have enough credit histo...
06/11/2026

Did you know that millions of Americans are considered credit invisible? This means they do not have enough credit history to generate a credit score. Without an established credit profile, everyday financial goals, from financing a vehicle to securing housing, can become more complicated than expected. Swipe to learn more.

We hope you found this overview helpful. If you have questions about your broader financial plan, contact us. We are here to help you align today’s decisions with tomorrow’s goals.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
06/10/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and t...
06/09/2026

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and the meaning behind the numbers. Swipe through to test your expertise, see how you score, and maybe even grab some tips for the second half of the year!

If you have questions about your portfolio or want to talk through your current strategy, give us a call. We're here to support your financial journey.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/09/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls ...
06/08/2026

Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls and persistent inflation kept the central bank firmly on hold, and rising yields sent investors rushing out of some sectors and into others. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

When evaluating bonds for your portfolio, one key question to ask is: How strong is the issuer’s ability to repay its de...
06/05/2026

When evaluating bonds for your portfolio, one key question to ask is: How strong is the issuer’s ability to repay its debt? That’s where bond ratings come into play. Swipe through for a breakdown of how bonds are rated and what those ratings mean for you.

If you would like to review your current bond holdings or discuss how fixed-income investments fit into your broader financial strategy, contact us today. Our team is here to help.

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

Address

9620 Northeast Tanasbourne Drive Suite 300
Hillsboro, OR
97124

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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