About Interactive Wealth Advisors

Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in helping physicians, tech professionals, and business owners nearing retirement become successful retirees.
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Our Advisors

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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Why People Hire Us

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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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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Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Our Mission

Our mission is to make pre-retirees successful retirees in the high-tech and medical industry.

Our Values

Our core values drive how we act, invest, hire, evaluate and solve problems. They are:

  • Own it – we take extreme personal ownership of everything without excuses
  • Simplify  – Filter every decision. If it’s not a Hell Yeah idea, person, or whatever, then it’s a solid No.
  • Be Mindful  – live in the moment and focus on What’s Important Now
  • Listen then Talk  – Listen to others before you make assumptions, then tell everyone on your team what you’re doing and why
  • Tweak it – micro improvements compounded over time result in massive outcomes. We are always looking for ways to improve.

Why Choose Interactive Wealth Advisors

If you’re the type of person who wants to be 120% confident that you’re getting the best, conflict-free advice possible, you will love us. We built our business around our clients’ needs and what’s best for them, NOT the best way to sell you more stuff to high-five each other on fat commission checks. We’ve seen how the dark side operates (i.e., non-fiduciary advisors) and even how some bad apples are moving into the Registered Investment Advisors space after getting kicked out of the brokerage world. That’s why we follow the most stringent fee-only business standards.

ABOUT INTERACTIVE WEALTH ADVISORS
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.
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Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.