Deschutes in Bend, OR 

One Deschutes: Local Service, Firmwide Expertise

Our Bend office builds on an established Central Oregon client base led by Scott Agnew which is supported by Deschutes’ firmwide team of planners, investment professionals, and retirement plan specialists.

At Deschutes, we bring together:

• Local advisor relationships in Bend
• Comprehensive financial planning and investment oversight
• Deep expertise in corporate retirement plans
• A consistent fiduciary standard across all services

This structure allows us to coordinate advice across every aspect of a client’s financial life  from workplace retirement plans to personal wealth planning. 

How We Serve Clients in Bend

Deschutes Investment Consulting provides integrated fiduciary services designed to support individuals, business owners, and organizations at every stage.

Wealth Management & Financial Planning 

We help individuals and families navigate complex financial decisions with clarity and confidence.

Services include:

• Comprehensive financial planning
• Investment management and portfolio oversight
• Retirement income and distribution strategies
• Estate and legacy planning coordination
• Tax-aware planning strategies
• Guidance through major life transitions

Corporate Retirement Plan Services

We work with employers and plan sponsors to design, manage, and oversee retirement plans that support employees while meeting fiduciary responsibilities.

Services include: 

• 401(k) and 403(b) retirement plans
• Fiduciary governance and ERISA support
• Plan benchmarking and fee analysis
• Participant education and financial wellness programs
• Executive and owner retirement planning support 

Our Fiduciary, Education-Based Approach

As an independent fiduciary, Deschutes Investment Consulting is legally and ethically committed to placing client interests first. We believe financial education is essential to good decision-making, and we focus on helping clients understand their options, evaluate trade-offs, and make informed choices aligned with their goals.

Our advisors provide clear guidance grounded in real-world experience, not product-driven recommendations.

Why Choose Deschutes in Bend

Central Oregon is home to a growing community of professionals, business owners, and families navigating increasingly complex financial decisions. Our Bend office allows us to:

• Provide local access to fiduciary financial advisors in Bend
• Support Central Oregon employers with retirement plan expertise
• Coordinate personal wealth and workplace retirement planning
• Deliver consistent advice through one integrated firm

Visit or Connect with Our Bend Office

Deschutes Investment Consulting serves Bend and Central Oregon clients by appointment. Whether you are seeking a financial advisor in Bend, evaluating corporate retirement plan services, or looking for comprehensive wealth management, our team is here to help. To learn more or schedule a conversation, please Contact Deschutes Investment Consulting or speak directly with your advisor.

Deschutes Investment Consulting is an independent fiduciary financial advisory firm providing wealth management, financial planning, investment management, and corporate retirement plan services across Oregon.

Located at: 300 SW Columbia Street Suite 101 Bend, Oregon 97702

Bend Office Phone Number: (541) 306-5011

What services does the Deschutes Bend office offer?
The Deschutes Bend office offers wealth management, financial planning, retirement planning, and retirement plan consulting for individuals, families, business owners, and employers in Bend and throughout Central Oregon.

Does Deschutes have a financial advisor in Bend, Oregon?
Yes. Deschutes Investment Consulting serves clients in Bend and Central Oregon through its Bend office, offering local access along with the broader support and resources of the full Deschutes team.

Who does the Bend office work with?
The Bend office works with individuals, families, retirees, business owners, and employers seeking personalized financial guidance. This may include people preparing for retirement, looking for help with investing, or evaluating workplace retirement plan needs.
 
Can I work with the Bend office for wealth management and retirement planning?
Yes. The Bend office supports clients who are looking for wealth management, retirement planning, and broader financial guidance. Deschutes helps clients make informed decisions around investing, retirement timing, long-term planning, and other important financial goals.

Why work with a local financial advisor in Bend?
Many people prefer working with a local financial advisor because they value personal relationships, easier access, and guidance that feels more connected to their community and goals. The Deschutes Bend office combines that local presence with the experience of a broader advisory firm.

How do I get started with the Deschutes Bend office?
Getting started begins with a conversation. You can reach out through the Bend office landing page form to share what kind of guidance you are looking for, and a member of the Deschutes team will follow up with next steps.

Do I need to live in Bend to work with the Bend office?
No. While the Bend office is located in Central Oregon, Deschutes works with clients throughout the region and across Oregon. The Bend office is a convenient local resource for those who want to connect with the team there.