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Independent Investment Advisors

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Hillsboro, OR
Independent Investment Advisors

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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.

10/28/2026

On November 1st, daylight saving time ends, and the clocks fall back an hour. This shift not only gives us an extra hour of much-needed sleep but also serves as a timely reminder to take care of a few things around the house as we approach winter.

So, that said, here is a quick home checklist worth running through as the days get shorter:

✅Turn back any clocks that do not automatically adjust themselves before bed on Saturday night.

✅Test and replace the batteries in your smoke and carbon monoxide detectors. This is one of the easiest ways to keep your household safe heading into winter.

✅Check your outdoor and security lighting. As daylight hours get shorter, having well-lit outdoor spaces can be a key safety step.

Taking care of these small to-do list items can make a real difference in how safe and prepared your home feels all season long.

As always, if there is anything we can assist with, do not hesitate to reach out. We are here to help.

10/28/2026

This Halloween, we just wanted to stop and say that, no bones about it, your continued trust means the world to our team!

We are so grateful to continue supporting you, and we're here for whatever else you may need before the year wraps up.

Wishing you and yours a safe Halloween!

10/27/2026

October is here, and that means it is officially the season of fall festivities. Halloween, arguably one of the largest fall festivities, is right around the corner, and we have one very important question on our minds: Which traditional fall sweet treat is your go-to favorite?

🍎 Vote caramel apple

🥧 Vote pumpkin pie

Both are fall classics, both have their devoted fans, and both deserve a spot at the table. But which one gets your vote?

Drop your pick in the comments. We are curious to see which treat takes the win this month!

10/26/2026

Markets sent mixed signals last week as investors weighed a resilient economy against rising oil prices and questions about whether AI spending will pay off. Swipe for a closer look at what moved markets.

We will be watching the Fed’s decision, Big Tech earnings, and fresh growth and inflation data this week. As always, please reach out with questions about your portfolio or other wealth management matters.

10/23/2026

Interest rates can influence annuities in very different ways depending on the type of contract you are considering. Understanding those differences can help you evaluate how an annuity may fit into your long-term retirement strategy. Swipe to learn more.

Curious about annuities and wondering which type may best align with your retirement strategy? We’re here to help. Contact us to discuss your options and determine what makes sense for your financial goals.

10/22/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

10/22/2026

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from AllRecipes are as fun to make as they are to eat.

They're festive, filling, and, honestly, pretty impressive-looking when they come out of the oven. Our team couldn’t resist sharing!

Wishing you and yours a safe and happy Halloween!

📖: https://www.allrecipes.com/recipe/8284459/jack-o-lantern-stuffed-peppers/

10/21/2026

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owners, that brings a mix of energy and urgency. There is still time to finish strong, but the window is getting shorter.

This quote is a timely reminder that crossing the finish line is not about pushing harder for its own sake. It is about reconnecting with the reason you started in the first place. That clarity is often what separates a strong finish from a scattered one.

As you move through October, we would love to hear from you: What was the original reason you started your business or took on your biggest goal this year? Share it in the comments. Sometimes the best fuel for finishing strong is remembering where it all began.

10/20/2026

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027, marking the largest increase in Social Security benefits since 2023.

With this adjustment affecting approximately 76 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, we wanted to share a breakdown of what's changing, how it may impact your finances, and a few important considerations for 2027. Swipe to learn more.

If you'd like to discuss how these changes may affect your retirement income, budgeting, or overall financial plan, we’d be happy to help. Feel free to give us a call to set up a time to connect.

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

Website

https://www.independentadvisorsnw.com/

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