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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 Advisors 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, developing solutions entirely customized to your needs is our specialty.

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. Our mission is straightforward: 

We are committed to guiding businesses and individuals towards greater holistic financial health.

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 our clients.

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

Ready to learn more about the Deschutes Difference?

Explore Our Difference 

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Info and Downloads for your Financial Life & Retirement!