Deschutes is a dedicated team of Financial Advisors with a focus on
Retirement Plan Consulting and Wealth Management.
Our Financial Experts are Here to Meet You Where You Are At and Be a
Trusted Partner Throughout Your Retirement Journey.
With decades of experience, we’ve helped thousands of architects, engineers, medical professionals, entrepreneurs, and more find financial clarity. As an independent, fiduciary firm, our specialty is developing solutions entirely customized to your needs.
Deschutes Investment Consulting springs from Pacific Northwest origins. Founded in Portland, Oregon we take pride in serving our beautiful region and beyond. We are here to be a trusted partner and an experienced guide throughout our clients' entire financial journey.
Since 1997 Our mission has remained the same:
To be a source of support for businesses and individuals through the entire retirement planning continuum - from the creation of a qualified retirement plan to retirement itself.
After 30 years as financial advisors serving clients, we know that having expertise in retirement plans, lifelong wealth management advice, and financial planning is ideal for a successful retirement process.
What to Expect When Working with Our Financial Advisors
Dynamic financial expertise from the forefront of the industry
Unwavering advocacy driven by a fiduciary commitment
Corporate retirement planning and individual wealth management
Personalized, ongoing education towards increased understanding
Client Testimonials
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