Independent Investment Advisors is a boutique wealth management practice based in Portland, Oregon. With a focus on independence and transparency, they help clients achieve their financial goals through personalized plans, risk management, and tax optimization. Their fiduciary approach ensures that clients' interests always come first, and they never earn commissions or kickbacks on investments. With a limited number of clients, they are able to build deeper relationships and provide custom financial plans, portfolios, and risk management strategies.
Founded by Goran Ognjenovic, Independent Investment Advisors offers a holistic engagement model that allows for flexibility, reduced investment risk, and lower fees. Their team of experts is dedicated to providing excellent customer service and ongoing support to help clients navigate the ever-changing financial landscape. Whether you're a busy mid-career family, a high-income earner, or a small business owner, Independent Investment Advisors is committed to helping you build and preserve your financial affluence.
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