Providing Financial Guidance
From individuals and families seeking personalized financial advice, to organizations looking for improved workplace retirement plans, we are here to be your trusted guide.
Learn how we can help you:
Design Your Future with A Trusted Partner
Whether you’re at the beginning of your investment journey, or reimagining your retirement, you need a professional in your corner.
We are here to provide guidance and insight on every aspect of your financial life.
From One Professional to Another / Let’s Work Together
Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.
What We Do
For over three decades, our financial advisory firm has been dedicated to helping individuals retire with confidence. Our team of CERTIFIED FINANCIAL PLANNER™ professionals upholds the highest standards of education and experience, ensuring that we provide you with expert guidance tailored to your unique financial goals.
We take pride in being a boutique independent firm, which grants us the freedom to select the most suitable investment products from the entire market landscape. At our firm, transparency is key. We operate on a fee-based model, meaning our compensation is aligned with your success.
Whether you're an individual seeking personalized financial advice or a company looking to optimize your workplace retirement plans, we are here to guide you on your journey towards financial security and retirement readiness.
We meet you wherever you may be on your financial journey
Workplace Retirement Plan Solutions
We have worked with corporate teams to design and manage Workplace Retirement Plans for over 30 years.
Wealth Management
We offer tailored services to meet the unique needs of high net worth individuals, providing personalized financial solutions.
Financial Planning
Our team of CERTIFIED FINANCIAL PLANNER™ professionals are dedicated to helping our clients plan for their lives throughout retirement and beyond with confidence.
Estate Strategy
An estate plan involves more than updating key documents. Let's build a strategy to create generational wealth and protect your legacy.
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.
Our Three Step Process
STEP
1
Connect
The more we know about you, your finances, and your goals, the better we can strategize.
STEP
2
Strategize
We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
STEP
3
Execute
Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.
Deschutes Awards & Recognition
See What Our Clients Are Saying
"We’ve worked with Deschutes Investment Consulting to manage our investment portfolio and employee retirement plan for many years. They’ve been extraordinarily responsive and knowledgeable. Phil Sherman, CFP has provided our Docs and Advanced Health teams with retirement planning education and resources that resulted in increased retirement saving rates among our team members. Additionally, over the last several months they assisted with a transition to a new plan custodian and recordkeeper—we were impressed by their ability to minimize staff burden, pain points, and downtime."
- Chris Hogan, CFO, Advanced Health
"We have partnered with Deschutes Investment Consulting to assist with our 401(k) plan for nearly 20 years. They take their fiduciary role seriously, allowing us to have confidence in the fact that we have a dedicated team helping us navigate our duties as a plan sponsor. I recommend Deschutes Investment Consulting to any business owner looking to benchmark and improve their retirement plan."
MacKenzie Perry, CFO, Swanson Group
Schedule A Free Consultation
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.