Interactive Wealth Advisors is a holistic, fee-only wealth management firm. Our clients are busy, highly skilled professionals who want unbiased advice and one firm to help them on a wide range of issues from investment management and insurance to retirement planning and taxes.
We are members of the National Association of Personal Financial Advisors (NAPFA) and do not accept commissions, referral fees or soft dollars. Only 1 percent of firms nationally have taken this oath. It keeps us focused and accountable on what is important--fighting for our clients' best interests.
Christopher K. Winn CFP® MBA CDFA™
Chris has been providing holistic wealth management advice to his busy clients for more than 14 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 recognized in the past as a Top 50 Advisor nationally by Bank Investment Consulting magazine and was featured in Portland Monthly as one of the city's Five Star Wealth Managers for the third year in a row. He 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 is active in the community through the Beaverton Rotary and in his spare time enjoys golfing, running, BBQing and chasing his Great Dane around the neighborhood.
> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> Oregon Trial Lawyers Association (OTLA)
> World Future Society
> Institute for Divorce Financial Analysts
> Oregon Entrepreneurs Network (OEN)
> Beaverton Rotary, Community Service Director (past); Academic Scholarship Chair; Newsletter Chair; Beaverton Rotary Foundation board member