The Deschutes Difference

We are here to guide you every step of the way, ensuring that you have the confidence and peace of mind to achieve your financial objectives.

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For more than 30 years, Deschutes Investment Consulting has helped individuals and organizations build lasting financial confidence through independent, fiduciary advice. Our firm bridges the worlds of corporate retirement plans and personal wealth management, giving us a comprehensive view of how people save, invest, and plan for their futures.

We believe financial education changes lives. That’s why we go beyond strategy to teach, guide, and empower clients to make informed decisions that align with their goals and values. Our culture is grounded in trust, honesty, and integrity, principles that shape how we work with clients, collaborate as a team, and serve our community.

At Deschutes, we don’t measure success by assets under management, we measure it by the confidence our clients feel knowing they have a plan, a partner, and a purpose for their wealth.

Your Financial Future Starts Here: Why Choose Deschutes?

Deschutes Investment Consulting has a built strong team of seasoned experts in all thing's retirement planning. We understand the complexities of financial services and stay ahead of industry changes to provide you with the best guidance. Whether you are starting your first 401k or nearing retirement we can help you feel more secure in your decisions that shape your financial life.

We've honed our skills through hands-on experience, ensuring we deliver the best strategies tailored to your needs. Business owners, individuals and families have trusted Deschutes since 1997 to provide insight, education and advice to help them achieve their financial goals. When you choose Deschutes, you're choosing a partner who will meet you where you are and guide you confidently into your best financial future.

Our Goal Has Always Stayed the Same:

To be a source of support for businesses and individuals through the entire retirement planning continuum — from the creation of a qualified retirement plan to retirement itself.

- MacGregor B. Hall, CEO/Founder

What Sets Us Apart

Our Dedicated Team

Our team's extensive experience and expertise enable us to navigate the complexities of the financial landscape with precision and care. We understand the unique challenges and opportunities that individuals and businesses face when planning for their financial futures. As your trusted advisors, we prioritize your interests above all else, striving to provide you with tailored solutions that align with your goals and aspirations.

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Award Winning Education & Advice

We believe in providing Financial Education and Advice to all, knowing it transforms lives. With an average team experience of 25 years in the Finance Industry, specializing in Retirement Plans, Deschutes has been honored by NAPA and PlanAdviser several times as a top advisor team nationwide.

Our comprehensive education program covers all the essential basics, from understanding retirement accounts like 401(k)s and IRAs to managing risk and setting achievable financial goals. We offer workshops, seminars, and online resources designed to build financial literacy and confidence.

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Contact Us Today

If you are looking for financial guidance in your personal life or for your business, we look forward to speaking with you soon!

Our Process

We have an Informed, Well-Rounded Perspective.
Deschutes has both a robust retirement consulting team and wealth management team, meaning we consider every angle when providing guidance to businesses, plan participants and individual clients.

Our History

Years of experience have prepared us to guide you through your life transitions. Having been at the forefront of plan management and retirement planning for decades, you can rely on our team’s collaborative acumen to navigate through complexity.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Operating as an independent and fiduciary firm means integrity dictates our work. As your advocates, we have your best interest at heart — and never a third party’s.

Our Resources

We’re dedicated to providing tailored guidance and education to our clients and their employees. Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Client Testimonials

Jonathan Metz, CPFA is such a great presenter. He was able to present for two webinars over the last two days and he is great at providing information in a way that is easily digestible. We really appreciate him and the Deschutes team for being able to provide this great educational experience to our employees.

- Lindsey Stratton, Senior Benefits Specialist, Lithia

I have worked with Laura Fallon Burns, Carl, and MacGregor Hall for many years. There simply is no better firm to trust with your money. What I like is the bench depth of talent. A group that can provide specific advice from 401k company planning to my personal retirement. They have modern technology but are extremely personal in dealing with me and my investments. I trust Laura with my life. And that is not an understatement.

- Janelle Baglien, President, Studio Art Direct

"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

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