With decades of experience, we've helped thousands of architects, engineers, medical professionals, entrepreneurs and more find financial clarity. As an independent, fiduciary firm, developing solutions entirely customized to your needs is our specialty. Like the river from which our name is drawn, Deschutes Investment Consulting springs from Pacific Northwest origins.
And like guides on the beautiful Deschutes River, we help our clients navigate through their own lives to achieve their financial goals. Our mission is straightforward: we are committed to guiding businesses and individuals towards greater holistic financial health.
And like guides on the beautiful Deschutes River, we help our clients navigate through their own lives to achieve their financial goals. Our mission is straightforward: we are committed to guiding businesses and individuals towards greater holistic financial health.
Services
From the businesses and organizations we support to the individuals whose wealth we manage, we have worked closely with countless professionals across industries. Over our many years in business, we've harnessed the kind of enlightened edge that is only possible through experience. Just as the industry has evolved, so too have we gained insight and implemented ever-increasing regulatory and technology changes.
I have worked in the financial advice industry for 35 years now. I like to say, I started at the bottom. I was able to successfully navigate the markets for the next 35 years and enjoyed one of the longest bull markets in history. Through the years I helped many companies and thousands of employees become more financially secure.
Whether you are an individual client of ours, a leading member of your employer's retirement plan committee or you're a plan participant, we get it. As an adept professional, your livelihood is directly tied to your ability to perform at a high level. In large part, you rely on yourself - your physical, mental and emotional preparedness - to sustain your livelihood and ultimately, your well-being.
As a human resource professional or business owner, you care deeply about your employees and the future of your business. Advanced financial strategies are critical for the well-being of your team and your business. Having been at the cutting edge of retirement plan management for decades, our highly experienced team is here to help you prepare your employees and business for a successful financial future.
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