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Providing Financial Guidance

Learn About Who We Serve:

Retirement Plan Consulting and Wealth Management.

Focused on You.

With decades of experience, we’ve helped thousands of architects, engineers, medical professionals, entrepreneurs and more find financial clarity. As an independent, fiduciary firm, developing solutions entirely customized to your needs is our specialty.

financial consulting firms Portland Oregon

Like the river from which our name is drawn, Deschutes Investment Consulting springs from Pacific Northwest origins. We help our clients navigate through their own lives to achieve their financial goals. Our mission is straightforward: we are committed to guiding businesses and individuals towards greater holistic financial health. After nearly 30 years serving clients, we know that having expertise in retirement plans, lifelong wealth management advice, and financial planning is an ideal combination for our clients.

What to Expect When Working With Us

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

Ready to Learn More About What Sets Us Apart?

Explore Our Difference