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Providing Financial Guidance

Whether you are an organization looking for an improved workplace retirement plan, or an individual seeking personalized financial advice, we are here to be your trusted guide.




Learn how we can help you:

Retirement Plan Consulting

Retirement Plan Consulting


Deschutes is a dedicated independent consulting firm specializing in retirement plans. We help plan sponsors meet their fiduciary duties and support the retirement goals of thousands of employees.

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Wealth Management 

Wealth Management 


Our comprehensive services cover all life stages, from debt management and investing to building generational wealth and estate planning. We are here to be a trusted partner in your financial life. 
 

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Request For Proposal

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Please submit your RFP through our intake form and our team will follow up when it is received.

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.

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From One Professional to Another / Let’s Work Together

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.

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Deschutes Named One of the Nation’s Top DC Advisor Teams 2026

Deschutes Named One of the Nation’s Top DC Advisor Teams 2026

Deschutes is proud to be recognized by the National Association of Plan Advisors (NAPA) as one of the nation’s Top DC Advisor Teams for 2026.

This national recognition reflects the strength of our retirement plan consulting team and our continued commitment to helping plan sponsors and participants work toward stronger retirement outcomes through thoughtful guidance, fiduciary support, and education.


We meet you wherever you may be on your financial journey

Working Professionals

Working Professionals

Debt Management Strategies, Smart Saving and Investing.

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Business Owners

Business Owners

Supporting small businesses and entrepreneurs. 

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Pre-Retirees

Pre-Retirees

Develop a plan based on your income sources for a successful retirement.

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Retired Life

Retired Life

Navigating life post retirement and estate planning services. 

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Design Your Future with A Trusted Partner 

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.

Workplace Retirement Plan Solutions

We have worked with corporate teams to design and manage Workplace Retirement Plans for over 30 years.

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Wealth Management

We offer tailored services to meet the unique needs of high net worth individuals, providing personalized financial solutions.

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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.

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Estate Strategy

An estate plan involves more than updating key documents. Let's build a strategy to create generational wealth and protect your legacy.

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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.

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Deschutes Awards & Recognition

Our Process
Our Resources
Our History
Our Values

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.

See What Our Clients Are Saying


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