Deschutes Investment Consulting, LLC. is a financial planner in Portland, OR. The firm provides retirement plan consulting, wealth management, comprehensive financial planning, investment management, workplace retirement solutions, charitable‑giving and legacy planning, and financial education. It serves both individuals seeking personalized guidance and organizations looking to improve workplace retirement plans. With more than three decades of experience, Deschutes advises clients throughout Portland and the surrounding Central Oregon region, and it holds a 4.40‑star rating from its reviewers.
The company emphasizes an independent, fee‑based model that aligns its compensation with client success. As a boutique firm, it selects investment products from the entire market rather than being limited to proprietary offerings. Its team of Certified Financial Planner™ professionals brings a culture of trust, honesty, and integrity, and it combines corporate retirement expertise with personal wealth management to give clients a holistic view of their financial futures. The “One Deschutes” philosophy underscores long‑term relationships built on financial education and personal guidance, and the firm highlights that its success is measured by the confidence clients feel in their plans rather than by assets under management.
Deschutes Investment Consulting occupies Suite 550 at 200 SW Market Street, placing it directly on Southwest Market Street. The office is a short walk from notable landmarks such as the Keller Auditorium theater and the Oregon Department of Justice, both within a few dozen metres, and it sits near the Eye Group Dispensary. It is also just a tenth of a mile from Southwest Clay Street and Southwest 3rd Avenue, providing easy access to the surrounding downtown corridor.
By leveraging more than thirty years of hands‑on expertise and an independent, fee‑based approach, Deschutes Investment Consulting delivers reliable financial planning and wealth‑management services that are deeply rooted in the Portland community.