Independent Investment Advisors

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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.

Tech stocks faced pressure last week as investors weighed inflation concerns, lofty valuations, and AI spending. But the...
10/19/2026

Tech stocks faced pressure last week as investors weighed inflation concerns, lofty valuations, and AI spending. But the Dow’s gain suggested a shift away from tech rather than a broad retreat from stocks. Swipe for more information.

We’ll be following these developments closely in the days ahead. If you have any questions or would like to review your portfolio, don’t hesitate to reach out. We’re always glad to hear from you.

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you...
10/19/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/15/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

Stocks pushed toward record highs last week, even as Treasury yields climbed and stubborn inflation kept pressure on the...
10/12/2026

Stocks pushed toward record highs last week, even as Treasury yields climbed and stubborn inflation kept pressure on the Federal Reserve. Rising energy costs also remained a key concern for households. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

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.

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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