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Offering Tailored Financial Strategies

For Individuals to Retire Confidently

Meeting You Where You Are

Is Our Approach

Whether you are in the midst of your career or getting ready to retire, understanding your financial picture is where we begin. By getting to know your goals, we work to create multi-faceted wealth management solutions personalized to your needs and vision.

Providing Comprehensive Financial Planning and Wealth Management

Customized to Your Needs


How It Works



Step 1:

Get to Know You, Your Goals and Your Financial Circumstances

Step 2:

Gather Information and Define Your Objectives

Step 3:

Analyze Your Current Financial Situation

Step 4:

Present Draft of Your Financial Plan & Discuss Potential Paths of Action

Step 5:

Finalize the Details of Your Plan

Step 6:

Put Your Plan Into Action

Step 7:

Regularly Monitor and Update Your Plan as Your Life Evolves


Are You Starting to Think About Retirement?

Click here to contact us for our top ten retirement considerations, or to talk to an advisor.

Contact Us

*A Note on Fees

Advisory fees are generally 1% on assets with 

reduced fee schedules over $1MM.

Are You an Individual Looking for Financial Guidance?

Reach Out to Our Individual Advisors


Laura Fallon-Burns

503-548-2105
laura@deschutesinvestment.com

Carl Burnham

503-548-2107
carl@deschutesinvestment.com