Broker Check

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 

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.

Phil Sherman, CFP®, CPFA®, NQPC™ wins Retirement Plan Adviser of the Year 2024!

Phil Sherman, CFP®, CPFA®, NQPC™ wins Retirement Plan Adviser of the Year 2024!

We are proud to announce that our Senior Retirement Plan Consultant Phil Sherman, CFP®, CPFA®, NQPC™ has been named Plan Adviser of the Year in the Plan Participant Service category!

He is honored with this national award by PLANADVISER, for his exceptional service to plan participants in 401(k) plans. This prestigious recognition highlights Phil’s dedication to providing top-notch education and support to retirement plan participants.

Congratulations Phil!

... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
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.

Request an Appointment

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

Working Professionals

Working Professionals

Debt Management Strategies, Smart Saving and Investing.

Learn more
Business Owners

Business Owners

Supporting small businesses and entrepreneurs. 

Learn more
Pre-Retirees

Pre-Retirees

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

Learn more
Retired Life

Retired Life

Navigating life post retirement and estate planning services. 

Learn more

Workplace Retirement Plan Solutions

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

Learn more

Wealth Management

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

Learn more

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.

Learn more

Estate Strategy

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

Learn more

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.

Request an Appointment

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


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.

Thank you!
Oops!

See more of our reviews from Google

Here

Check Out Our Recent Articles

Image for Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Image for TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Image for Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Image for Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Image for Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Join our Email List

Thank you for your submission! There was a problem with the form submission. Please try again.