What Our Clients Say | Portland, OR | Deschutes Investment Consulting

Client Stories

Learn what it's really like working with us.

Your Success Is Our Motivation

We built our advisory with a single goal in mind: to help those who need it most. Assisting others is not only our calling but what drives us daily to learn more, do more, and be the best in the business. We humbly invite you to explore our clients' stories and hope to discuss your financial goals soon.

Real stories from real people, just like you.

See All Our Reviews

"The Deschutes Retirement Education Team has been tremendously helpful in promoting our retirement plan and educating our employees about the benefits of saving and investing for the long term. Partnering with Deschutes has been a great asset, as we look to attract new talent and help employees save for retirement. Their custom education program and thorough knowledge of our employee base have made a real difference. It has allowed us to make real, positive impacts on our staff by focusing on the things that matter to them. As a result, employee awareness of our great benefits package has increased dramatically since Deschutes has been involved with education and advice."

-MacKenzie Perry, Client

"My wife and I have been working with Deschutes since 2016. If you are looking for a fee only fiduciary planning firm, we highly recommend considering them. Their approach to financial planning is thoughtful, conservative and not at all salesy. The guidance they have provided us as we transitioned into retirement and beyond has been invaluable. They are a true partner in our financial journey."

-Dan Sitner, Client

"Deschutes Investment Consulting has been an exceptional partner in managing our 401k retirement plan. Their knowledge and expertise have resulted in strong investment performance and the efficient management of all aspects of our plan. Of special note, is their employee education programs which empower all our team to make very informed decisions. Plan participant communication is personalized and sets them apart. We highly value their dedication and support of our firm."

- Barry Cain, Client

"Laura Fallon Burns is someone you need to know! Laura is a highly respected investment advisor with Deschutes Investment firm located in downtown Portland. Laura has over 20 years of experience in the financial services industry and provides five-star service to every client. Laura is a wonderful communicator and listener – her goal is to understand the needs of every client and provide solutions for their overall goals. Laura has given countless hours of service to her community – she has been involved with many non-profits emphasizing children and the arts. The entire team at Deschutes Investments believes in giving back to our community; and many of these organizations can be found on their website – www.deschutesinvestment.com. Laura is a long-term member of the University Club and serves as a trustee of the UC Foundation Board. Laura is the ultimate networker and is always willing to help others make new connections as well. Her energy and enthusiasm are contagious. I would highly recommend Laura – you will be glad you made her acquaintance."

- Carol Warneke, Pacific West Bank

"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, Client

"Laura Fallon-Burns is a wonderful advisor! She is easy to talk with and has already provided great advice on ways for me to be better positioned for the phases of my retirement. As an HR professional I also appreciate Laura and the Deschutes Team for their excellent delivery of learning experiences and 1:1 advising for the team."

-Cheryl Wunder, Client

"I just had a great meeting with Kyle regarding retirement and he did a fantastic job of not only reassuring me that we are in good shape for me to retire as early as 65 should I choose. I'm very thankful Aviva switched to Deschutes and has this benefit for us."

-Julie Clark, Client

"We’ve worked with Deschutes Investment Consulting to manage our investment portfolio and employee retirement plan for many years. They’ve been extraordinarily responsive and knowledgeable. Phil Sherman, CFP has provided our DOCS and Advanced Health teams with retirement planning education and resources that resulted in increased retirement saving rates among our team members. Additionally, over the last several months they assisted with a transition to a new plan custodian and recordkeeper—we were impressed by their ability to minimize staff burden, pain points, and downtime."

-Chris Hogan, Client

"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, Client

"I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!"

-Julie Blackwell, Client

"My organization has been working with Deschutes Investment Consulting for about past year, and we have had a very positive relationship with them. We initially retained them to perform a plan review, and then kept them as our 403-B Plan consultant. They are extremely knowledgeable and great to work with. Our staff has already benefited greatly from our association with them."

-Joe Pospsisil, Client

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The testimonials on this page were unsolicited and provided by existing clients. Clients are free to remove their testimonial from this page at any time. Testimonials are reviewed on an annual basis with clients to make certain they are still appropriate. Testimonials have been included in their entirety and have not been edited or altered. Please contact our office if you would like a copy of our marketing policies and procedures for handling testimonials.