Interactive Wealth Advisors
Oregon Fee-Only Financial Planner serving the greater Portland, Oregon Area.
Jon emphasizes transparency and simplicity in his relationship with his clients. He likes to integrate financial thought and theory into sensible and practical solutions. With a background in group retirement plans and investing experience in a wide array of financial products, Jon understands the importance of diversified, but easily understood financial products. The foundation of good financial planning is a strong financial plan, and a thoughtful view of each person’s uniqueness in this world.
Jon received a Master’s Degree in Climate Studies from Indiana University at Bloomington and an MBA from Seattle University. He has spent the last 8 years in the financial industry working as a 401(k) analyst and financial advisor. Jon enjoys working with the other Interactive Wealth Advisors and believes in the “fee-only” approach, as it allows the advisor to focus on what is good for the client.
For fun Jon enjoys checking the weather, making award winning amateur wine, fishing for salmon, gardening, travel, keeping fit and spending time with his family and friends.
Jonathan Kahrs is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas.Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jonathan Kahrs is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jonathan Kahrs is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jonathan Kahrs
1001 SW 5th Ave
Portland, OR 97204