Independent Investment Advisors
9620 Northeast Tanasbourne Drive, Hillsboro, Oregon, United States
About the Independent Investment Advisors
Independent Investment Advisors is a finance institution located at 9620 Northeast Tanasbourne Drive in Hillsboro, Oregon, United States. We specialize in helping our clients achieve their financial goals through personalized plans, risk management, and tax minimization. Our services include wealth management, retirement planning, financial planning, inheritance planning, investment management, tax planning, education planning, and small business solutions.
As a high-net-worth multi-family office, we cater to busy mid-career families and business owners with high incomes or wealth. Our holistic engagement model allows for deeper relationships, more flexibility, reduced investment risk, and lower fees. We work with a limited number of clients to provide custom financial plans, tax planning, custom portfolios, risk management, and better results.
Our founder's passion for investing and love for financial markets is the foundation of our boutique wealth management practice. We prioritize integrity and complete transparency in everything we do. We do not earn commissions, fees, or kickbacks on your investments, ensuring that you know your costs, risks, and opportunities.
Our fee structure is transparent and straightforward, and we only invest in underlying assets or low-cost Exchange Traded Funds. We use the best technology providers and have the freedom to pick assets globally, including derivatives, to generate income or provide volatility protection. We construct portfolios from scratch for each client, tailoring the risk/reward profile to their needs and personality.
Unlike many Investment Advisors who earn commissions on investments, we are independent and free to use the best strategies and assets for our clients' portfolios. We invite you to schedule an introductory meeting to see if we are the right advisor for you. Contact us at 971.350.8068 to start your path to financial success with Independent Investment Advisors.
Photos of Independent Investment Advisors
9620 Northeast Tanasbourne Dr Suite 300, Hillsboro, OR 97124, United States
Opening hours of Independent Investment Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Independent Investment Advisors
"Goran is a fantastic advisors. He has been managing our HOA reserve funds and we have been able to keep our HOA dues fixed. He is very knowledgable about financial markets and ways to allocate capital in best risk/reward way."
"It is a pleasure to give five stars. I highly recommend Goran. He is very professional and very down to earth. He is someone who listens, and is also reassuring. In the field of finance, it is rare to find someone so effective, and also calm and easy to deal with. I am thankful for his help."
"Excellent customer service, follow up and knowledge. Having Goran manage our hard earned savings and IRA's has eased our minds in a changing world. We highly recommend him to service your financial needs."
"When looking for a fiduciary to help me with my finances I interviewed several candidates. Goran went above and beyond the others and my expectations. In several meetings he has created a comprehensive financial plan for my family, answered my questions and provides ongoing support. I highly recommend Independent Investment Advisors to help you achieve your financial goals."
"Goran has been a great advisor to work with - for both planning and financial management services. The tools and software that we used are top-notch. Goran is incredibly responsive throughout all phases of working together. I would definitely recommend working with him."
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