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
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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Our blog
Can You Retire on $1.5 Million?
Can You Retire on $1.5 Million?
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 guide on how to retire with $1.5 million comfortably.
Nov, 21 2022
Can You Retire With $500k and How Long Will It Last?
Can You Retire With $500k and How Long Will It Last?
Can you retire with $500.000? And what is the perfect age to retire with a $500K balance? Let’s get into details and define the steps and age to comfortably retire with 500k.
Nov, 21 2022
Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement
Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement
Thinking about retirement? If you're like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you'll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning
Sep, 05 2022
How Much Money Do I Need To Retire With $100,000 a Year Income?
How Much Money Do I Need To Retire With $100,000 a Year Income?
Is $100.000 a good salary and can you retire with a 100K yearly income? Read our blog to learn what it takes to create $100k of income per year in retirement.
Jul, 24 2022
5 reasons why US inflation will remain growing
5 reasons why US inflation will remain growing
The latest inflation increase worldwide took many of us by surprise. Will the inflation rates and risks keep growing? How will it affect us? Read our blog to learn more.
Jul, 18 2022
7 Essential Steps to Take to Prepare for Your Future Retirement
7 Essential Steps to Take to Prepare for Your Future Retirement
Retirement is something many of us think about and look forward to, but to have a comfortable retirement it is important to plan ahead. Read our blog to discover 7 retirement planning steps!
Jun, 19 2022
What Things You Must Do 6 Months Before You Retire?
What Things You Must Do 6 Months Before You Retire?
Planning to retire in 6 months or less? We’ve prepared a checklist of things to do 6 months before retirement that will help you plan ahead and be prepared. Check it in our blog!
Nov, 21 2022
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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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