Interactive Wealth Advisors, Inc.

Interactive Wealth Advisors, Inc.

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SerdenID : PRO-20250830-00693

About Company

Interactive Wealth Advisors is a Registered Investment Advisor and financial planning firm based in Portland, Oregon, serving both local and nationwide clients. The company specializes in providing fee-only fiduciary advice, investment management, tax planning, wealth management, estate planning, and retirement strategies designed to help clients retire earlier and enjoy life while still healthy. With a client base of busy professionals, executives, and business owners, Interactive Wealth Advisors focuses on simplifying complex financial decisions and offering conflict-free guidance. The firm emphasizes transparency, independence, and client-first service by avoiding commissions, cross-selling, and financial conflicts of interest. Through their structured PlanCycle90 process, the company helps clients clarify goals, build secure futures, and achieve the financial freedom to focus on life’s priorities, all while committed to fiduciary duty, excellence, and long-term partnership.

Service Category

Financial Planner

Area Served

Portland

Contact Info

Address

121 SW Morrison St #905, Portland, OR 97204

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