Deschutes Investment Consulting, LLC, established in 1997, is an independent, SEC-registered investment advisory firm based in Portland, Oregon. The firm specializes in retirement plan consulting and wealth management, managing nearly $2 billion in assets for over 200 corporate and individual clients. Deschutes offers tailored financial services to a diverse clientele, including working professionals, business owners, pre-retirees, and retirees. Their comprehensive offerings encompass debt management strategies, retirement planning, investment management, estate planning, and insurance consulting. The firm’s team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to providing personalized guidance, ensuring clients receive strategies aligned with their unique financial goals. Notably, Senior Retirement Plan Consultant Phil Sherman was honored as the 2024 Retirement Plan Adviser of the Year in the Plan Participant Service category by PLANADVISER, reflecting the firm’s commitment to exceptional client service.