John Doe

Chris has been providing holistic wealth management advice to his busy clients for more than 15 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.

Mr. Winn has been quoted in TheStreet.com’s sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger’s “Jumpstart Your Retirement” and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.

Chris enjoys golfing, wood working, cooking and chasing his Great Dane around the neighborhood.

503.575.1953
Christopher K. Winn
Christopher K. Winn
CFP® MBA
Chris has been providing holistic wealth management advice to his busy clients for more than 14 years. He operates on simple philosophy: help people.
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Erik F. Miller
CFP® ChFC CASL™
Erik has been in the Portland-area financial services industry for nearly 25 years. His broad work experience ranges from annuities and group.
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We’re Not Like the Other Guys

Our clients are all different and unique, but they have one thing in common—their lives have gotten too complex and they need a reliable partner to help them manage their wealth. That’s why they choose to work with us. They know our fee-only business model will not only save them time and money, but more importantly, give them greater peace of mind.

Their lives will get organized, simplified and their vision will become a reality sooner. They’ll have a trusted partner to filter out the noise and help them solve the complex problems they’re facing, from investment management and insurance to retirement planning and taxes.

Financial decisions can get complex when there are a lot of factors influencing them. Is this a good investment? What are the tax implications if I move forward? What am I missing here? Are they just trying to sell me something? Our decisions have the power to change our lives for the better and for the worse. That’s why our clients know it’s important to have someone who’s been there and helped others like them successfully navigate complex issues.

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today's dynamic retirement planning process.
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That's why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Wealth management
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Stock option planning
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Investment management for trusts
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Restricted Stock Units Planning Advisor
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IPO & Pre-IPO Tax and Financial Planning
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Asset Protection Planning
It has taken blood, sweat, and extreme work ethic to build your business or brand and accumulate wealth. Now that you are a high net-worth individual, it’s vital that you take deliberate steps to preserve this wealth. This is where asset protection planning comes in.
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Financial Windfall Planning
Expected or not, windfalls are a dream come true. While you may be tempted to purchase or experience life’s luxuries, taking a step back and rethinking how to manage the money is crucial. In this case, hiring a windfall financial planner would be the first step to safeguarding your financial future.
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Liquidity Event Planning
Liquidity risk management assessment and planning in Portland, OR, and surrounding areas. Our personalized advice on liquidity event planning will help you attract better return opportunities. Book a call with our advisors today!
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Selling a Business Advisor
Planning on selling your business? At Interactive Wealth Advisors, we help you build a tax-efficient exit strategy. Our company provides expert advice to help you prepare to sell your business. Book a call with our advisors today!
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Multi-generational planning
Fee-based multi-generational wealth and financial planning in Portland, Oregon, and surrounding areas. Our personalized advice on strategic planning for the family business will help you attract better return opportunities. Book a call with our advisors today!
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Legacy planning
Fee-only legacy planning services in Portland, OR, and surrounding areas. We specialize in legacy financial services, legacy estate planning, family legacy planning, retirement planning, and more. Book a call with our advisors today!
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Tactical Investment Management
Fee-only Tactical Investment Management advisor and consultant in Portland, OR, and surrounding areas. We specialize in fiduciary investments, retirement planning, asset protection planning, tax planning, and more. Book a call with our advisors today!
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Fee-based investing
Fee-based investment advisor in Portland, OR, and surrounding areas. Our personalized advice on investment management will help you attract better return opportunities. Book a call with our advisors today!
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Closely Held Business Advice
Fee-only family business financial management and consulting services in Portland, OR, and surrounding areas. We specialize in legacy planning. multi-generational planning, tax-efficient investing, retirement planning, and more. Book a call with our advisors today!
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Tax Reduction Strategies
Tax savings strategies for retirees, business owners, and high-income earners in Portland, Oregon, and surrounding areas. We are tax advisors specialized in supporting high-income earners, business owners, retirees, and IT professionals. Book a call with our advisors today!
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Charitable planning
Charitable giving financial planning in Portland, Oregon, and surrounding areas. We are charitable planning advisors specialized in supporting high-income earners, business owners, retirees, healthcare professionals, and IT professionals. Book a call with our advisors today!
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Tax Efficient Investing
Fee-only tax-saving investments advisor and consultant in Portland, OR, and surrounding areas. We specialize in tax-smart-investing, fiduciary, retirement planning, asset protection planning, IRA and 401K planning, and more. Book a call with our advisors today!
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Our blog
Social Security Strategies: 15 Easy Tips for Maximizing Your Benefits
Social Security Strategies: 15 Easy Tips for Maximizing Your Benefits
Learn 15 simple Social Security strategies to make the best decisions for maximizing your benefits. From spousal benefits to retirement age, get the most out of Social Security.
May, 23 2023
7 Rules of Highly Effective Dividend Investors
7 Rules of Highly Effective Dividend Investors
Discover the 7 golden rules for successful dividend investing. Learn how to pick the right stocks, manage risk and maximize returns with this comprehensive guide
Apr, 24 2023
How Much Can You Contribute to 401(k) As a Small Business Owner?
How Much Can You Contribute to 401(k) As a Small Business Owner?
If you are a small business owner, the self-employed 401(k) or solo 401(k) definitely has some benefits for you over other retirement planning options. But how much can a business owner contribute to a 401(k)? Read this article to learn more about 401(k) contribution limits.
Feb, 23 2023
Saving for Retirement at 55: How to Start a 401K and Catch Up with Your Savings
Saving for Retirement at 55: How to Start a 401K and Catch Up with Your Savings
It is never too late to start saving money or investing for retirement. However, the older you get, the fewer options you have and the more complicated it seems. We’ve prepared a guide on how to start a 401k at 55 and catch up on your retirement savings starting today!
Jan, 23 2023
Can You Retire on $1.5 Million? (2023 Guide)
Can You Retire on $1.5 Million? (2023 Guide)
Is 1.5 million a good amount to retire with? And how long will it last? It actually depends on your plans and lifestyle. Here’s a detailed 2023 guide on how to retire with $1.5 million comfortably.
Nov, 21 2022
A Guide to Restricted Stock Units (RSUs): What They Are and How to Maximize Their Value?
A Guide to Restricted Stock Units (RSUs): What They Are and How to Maximize Their Value?
RSUs are used by many companies to reward and retain employees. Explore key considerations to help you make informed decisions about your Restricted Stock Units.
May, 23 2023
Retiring in Oregon: All You Should Know About Oregon State Taxes
Retiring in Oregon: All You Should Know About Oregon State Taxes
Discover if Oregon is a tax-friendly state for retirees. Read our overview of the state's tax policies and decide if retiring in Oregon is the right choice for you.
Apr, 24 2023
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ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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