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

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy p...
10/07/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

10/07/2026

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a quiet but real pressure to finish strong.

This quote is a good one to carry into the final stretch. Having a vision is one thing, but doing the work to make it real is another. That is where leadership, whether in business, on a team, or in your own life, truly lives.

As you head into the rest of October, what is one vision you are actively working to bring to life right now? Share it in the comments. We would love to cheer you on.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/06/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

The U.S. economy showed resilience last quarter, but the picture wasn’t all rosy. Hiring slowed sharply, and while consu...
10/06/2026

The U.S. economy showed resilience last quarter, but the picture wasn’t all rosy. Hiring slowed sharply, and while consumer spending picked up, the U.S.-Iran conflict drove fuel prices higher and kept inflation elevated. Additionally, the Federal Reserve raised rates for the first time since 2023. Swipe to learn more.

As always, our team is closely monitoring the market, interest rates, and broader economic environment on your behalf. If you have questions about your portfolio, retirement plan, or long-term financial strategy, please reach out. We are here to be a resource for you.

10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

This time of year, we often think about the Wise Men. As financial advisors, we couldn’t help but wonder… what would tho...
10/02/2026

This time of year, we often think about the Wise Men. As financial advisors, we couldn’t help but wonder… what would those gifts be worth today? Swipe through for a quick look at just how valuable their choices were back then, and what their modern-day equivalents might look like today.

As always, if you need anything from us now or in the new year, we’re just a call away. Wishing you a season filled with peace, joy, and wisdom.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

A comprehensive financial plan for HNW (HNW) individuals should reflect both your personal values and long-term intentio...
09/30/2026

A comprehensive financial plan for HNW (HNW) individuals should reflect both your personal values and long-term intentions. Some important areas to evaluate include charitable and legacy goals, as well as estate and wealth-transfer plans. Swipe to learn more.

Keeping these elements up to date can provide clarity and confidence in your overall plan. Call us to discuss your goals.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/29/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

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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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