IW
Interactive Wealth Advisors, Inc.
Clear, client-focused wealth planning in Portland with tailored investment options.
5
Business
$$$
Clear, client-focused wealth planning in Portland with tailored investment options.
Interactive Wealth Advisors, Inc. in Portland, OR provides finance consulting and investment advisory services. Clients praise Erik for prompt replies and clear, option-based guidance that helps informed decisions. Reviews note strong, fee-only planning aimed at aligning strategies with personal goals, protecting against losses, and, at times, outperforming broader markets.
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Tailored strategies to align with your unique goals, including retirement, education, and wealth accumulation.
Active portfolio management focused on growth and risk mitigation, often outperforming market benchmarks.
Transparent, commission-free advice to ensure unbiased recommendations in your best interest.
Comprehensive planning for retirement income, savings, and long-term financial security.
Assistance with estate strategies to protect and transfer wealth according to your wishes.
Responsive support with regular updates and clear explanations in plain English for informed decision-making.
Overall rating
Z Man
Interactive Wealth Advisors has managed both my and my mother’s portfolio for years now. Erik’s deep knowledge and savvy investment skills not only protected me from some steep losses over time, but grew my portfolio significantly. There is absolutely no way I could have done that on my own! Erik is an excellent listener and consummate communicator. He never dazzles with too much industry lingo; explains things in plain English so that you can make informed choices. All strategies are developed to align with YOUR goals. You’ll never be pressured into pre-made cookie cutter plans. And all of this with a fee-only structure? This is the way investing should be. You will not regret placing your trust in Erik and the team at Interactive Wealth Advisors.
Tina (Teetravels)
Switching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend!
Spence Ellis
We have been with IWA for nearly a decade, I cannot recall a time when we were unhappy or wanting to leave. Erik is always great to deal with, whenever there is a question we can always count on a prompt reply. When we need to make a decision he always gives plenty of time and lays out all of our options. While our portfolio is not always increasing we seem to always be doing better than the markets as a whole. I would highly recommend IWA as financial planners
Cheri De Vries
Having had the opportunity to work with Chris twice now, I would recommend the Interactive Wealth Advisors team 110%! They are knowledgeable, trustworthy and take the time to understand your needs.
Yassin Aberra
Working with Chris has been nothing but professional. They follow through on what they say they’ll do and are always very responsive. I would recommend this business to anybody who is looking for Financial Advisors.
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