Independent Investment Advisors

Independent, Fiduciary & Fee-Only Advisor

Financial planner in Portland, OR (show on map)

5.0

★★★★★

5 reviews

Fee-only fiduciary financial advisory firm serving high-net-worth individuals, business owners, and professionals in the Portland Metro Area.

Call (971) 350-8068

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About

Independent Investment Advisors is a fee-only fiduciary wealth management firm founded in 2015 by Goran Ognjenovic. The firm provides tax-efficient investment strategies, retirement planning, risk management, and estate planning for high-net-worth individuals, business owners, and professionals.

With over 18 years of experience in financial markets, the firm serves clients across the Portland Metro Area including Hillsboro and Beaverton. The firm was awarded Best Financial Planner in Hillsboro 2024 and recognized in ETF.com's Top 100 Financial Leaders List.

Fee-only fiduciary - no commissions or kickbacks

Independent - free to use best strategies and assets globally

Non-custodial - free to handpick best broker-dealers

Custom portfolio construction from scratch for each client

Derivatives and global assets including options strategies

Daily market research and portfolio review

Services

Wealth Management

Comprehensive wealth management including tax-efficient investment strategies, portfolio construction, and long-term financial planning.

Tax-efficient strategies Portfolio construction Risk management Estate planning integration

Retirement Planning

Personalized retirement planning to help clients prepare for and achieve their retirement goals.

Retirement readiness assessment Income planning Tax-optimized withdrawals

Investment Strategy

Custom investment strategies using ETFs, derivatives, and global assets tailored to individual client risk profiles.

ETF-based portfolios Derivatives for income and protection Global asset access No model portfolios

Business Transition Planning

Financial guidance for business owners navigating business transitions and exits.

Business valuation Exit strategy Succession planning

Credentials & Certifications

ETF.com Top 100 Financial Leaders List

Best Financial Planner in Hillsboro 2024

Since 2024

Best of Portland Award - Financial Planner 2022

Since 2022

Best of Portland Award - Financial Planner 2023

Since 2023

Financial Advisory of the Year - Oregon 2022/23

Since 2022

Reviews

Rating

★★★★★

Reviews

"He's great at listening and understanding everything you need."

Frequently Asked Questions

What makes Independent Investment Advisors different from other financial advisors? +

We are a fee-only fiduciary firm that never earns commissions, fees, or kickbacks on investments. We use the best-of-breed technology providers and are free to pick any asset globally, including derivatives. We construct portfolios from scratch for every client.

Who do you serve? +

We serve high-net-worth individuals, business owners, tech professionals, and small business owners across the Portland Metro Area including Hillsboro and Beaverton.

What is your fee structure? +

Our fee structure is transparent and straightforward. We only invest either directly into underlying assets or low-cost Exchange Traded Funds. We don't earn commissions, rebates, or incentives of any kind.

Do you use model portfolios? +

No. We construct our portfolios from scratch for every client, tailoring the risk/reward profile to each client's needs and personality.

What awards has the firm received? +

We were awarded Best Financial Planner in Hillsboro 2024, recognized in ETF.com's Top 100 Financial Leaders List, and received the 2023 Best of Portland Award in the Financial Planner category.

Where are you located? +

We serve clients across the Portland Metro Area with offices in Hillsboro (9620 NE Tanasbourne Dr, Suite 300) and Portland (13827 NW Thompson Rd).

What is a fiduciary advisor? +

As a fiduciary, we are committed to acting in your best interest at all times. Our clients' interests come first, period.

How do you handle investment conflicts of interest? +

We have no conflicts of interest. We never earn commissions, rebates, or incentives of any kind, and we are free to use the best possible strategies and assets for clients' portfolios.