Our clients come from a variety of professions, faiths, political views, lifestyles, and geographic locations, yet they share the following characteristics.

Our services fit best with clients who have at least $2 million in investment assets or who have a net worth of at least $4-5 million. The below graphic is intended to help you better understand the profile of those who are attracted to the “client – wealth counselor” relationship we provide.
PDF OF MCS FAMILY WEALTH ADVISORS’ CLIENT PROFILE


MCSFWA Clientele Infographic

MCSFWA a.2

MCSFWA Top QuestionsAs of May 2012

Contact MCS

Toll Free 800-525-8808
Eugene Phone 541-345-7023
Norman Phone 405-310-0027
fax 541-345-9871

Form ADV Part 2
Privacy Policy
Site Map

360 East 10th Ave, Suite 200
Eugene, OR 97401

3750 W. Main St., Suite AA
Norman, OK 73072

© 2017 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.