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Providing Financial Guidance


Learn how we can help you:




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.



financial consulting firms Portland Oregon


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


My organization has been working with Deschutes Investment Consulting for about past year, and we have had a very positive relationship with them. We initially retained them to perform a plan review, and then kept them as our 403-B Plan consultant. They are extremely knowledgeable and great to work with. ...
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My organization has been working with Deschutes Investment Consulting for about past year, and we have had a very positive relationship with them. We initially retained them to perform a plan review, and then kept them as our 403-B Plan consultant. They are extremely knowledgeable and great to work with. Our staff has already benefited greatly from our association with them.

Great group. Very knowledgeable and professional!
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Great group. Very knowledgeable and professional!

My wife and I have been working with Deschutes since 2016. If you are looking for a fee only fiduciary planning firm, we highly recommend considering them. Their approach to financial planning is thoughtful, conservative and not at all salesy. The guidance they have provided us as we transitioned into ...
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My wife and I have been working with Deschutes since 2016. If you are looking for a fee only fiduciary planning firm, we highly recommend considering them. Their approach to financial planning is thoughtful, conservative and not at all salesy. The guidance they have provided us as we transitioned into retirement and beyond has been invaluable. They are a true partner in our financial journey.

I have worked with Laura Fallon Burns, Carl, and MacGregor Hall for many years. There simply is no better firm to trust with your money. What I like is the bench depth of talent. A group that can provide specific advice from 401k company planning to my personal retirement. They have modern technology ...
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I have worked with Laura Fallon Burns, Carl, and MacGregor Hall for many years. There simply is no better firm to trust with your money. What I like is the bench depth of talent. A group that can provide specific advice from 401k company planning to my personal retirement. They have modern technology but are extremely personal in dealing with me and my investments. I trust Laura with my life. And that is not an understatement.

This group is detailed oriented and will maximize your outcomes. It is a mistake not to use them. Give them a try.
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This group is detailed oriented and will maximize your outcomes. It is a mistake not to use them. Give them a try.



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