Deschutes Investment Consulting, an independent fiduciary advisory firm headquartered in Portland since 1997, is proud to announce the opening of its new office in Bend, Oregon. This expansion significantly strengthens the firm’s ability to deliver its integrated suite of wealth management, financial planning, and corporate retirement plan services to the growing Central Oregon community.
The new Bend location builds upon an established regional client base, led by Financial Advisor Scott Agnew, who brings decades of industry experience and deep-rooted client relationships to the team. Deschutes Advisor and Estate Planner Carl Burnham III will also operate from the Bend office, enhancing the firm’s capacity to deliver highly coordinated financial strategies.
“Our focus has always been to help clients make confident financial decisions and build a stable future,” said MacGregor Hall, CEO and Founder of Deschutes Investment Consulting. “This expansion allows us to further integrate our services and provide clients with a more complete, comprehensive approach to planning and investment management.”
Operating as an independent fiduciary, Deschutes focuses on transparency, financial education, and long-term relationships. Through its signature “One Deschutes” approach, the firm seamlessly connects a client's workplace retirement plans with their personal wealth management and estate planning strategies.
“This expansion is about strengthening the resources behind the advice we provide,” MacGregor Hall added. “It allows us to continue delivering thoughtful, education-based guidance while supporting our clients at every stage of their financial lives.”
Pictured: Carl Burnham III, Scott Agnew, and MacGregor Hall
About Deschutes Investment Consulting
Founded in 1997, Deschutes Investment Consulting is an independent fiduciary advisory firm providing integrated financial planning, investment management, estate planning, and corporate retirement plan services. With offices in Portland and Bend, the firm delivers personalized Bend wealth management solutions designed to help individuals, families, and businesses build long-term financial confidence through education-based guidance and coordinated planning strategies.
Media Contact:
Emily Marie Hall
Marketing Manager
(503) 548-2119
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