Broker Check
Carl Burnham III, CLU, CHFC®

Carl Burnham III, CLU, CHFC®

Managing Partner

From the beginning of his 2+ decades in financial services, Carl has delivered honesty and transparency to his individual, family and corporate clients. With a background that includes wealth management and preservation as well as consulting in executive benefits, retirement and estate planning, Carl seeks creative solutions to issues faced by today’s individuals and companies. Solving problems through adept plan design and executive benefits is a particular focus for Carl and his team.

As the leader of the Deschutes Investment Consulting wealth management team, Carl appreciates his opportunity to help people realize their dreams. By working with clients to map out a path toward a successful future, Carl helps them plan for the unexpected, alleviate unnecessary worry and achieve financial independence.

A member and past Director of the Portland Estate Planning Council, Carl is passionate about staying on top of industry news and innovation when helping people get the right planning in place for their future. He is an active member and trustee of the Multnomah Athletic Club, as well as a past president of the organization. Carl enjoys the outdoors, and participates in a variety of related activities, inside and outside. When he can, he enjoys hunting, fishing, and skiing, and he sits on the Board of Oregon Wildlife.

Carl’s passion for smart financial planning extends to his speaking activities. Passing along sound financial advice has particular meaning to him as a parent of 3 children. He received his BS in Finance from the University of Oregon.

Deschutes Investment Consulting is an independent wealth management firm dedicated to serving clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services.

Carl states "Our mission at Deschutes is to empower our clients to develop, articulate, and implement a comprehensive wealth management plan which will clarify their goals and provide the confidence necessary to achieve them. Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients."