MCS Family Wealth Advisors
MCS Family Wealth Advisors is a fee-only financial planner in Bend, Oregon and Eugene, Oregon, providing financial planning, retirement planning, and investment management services to high net worth clients. For over 30 years, our focus has been building hard-to-break investment strategies.
As fee-only fiduciary financial advisors serving Bend and Eugene Oregon and beyond, our sole source of compensation is from our clients, and our sole duty of care is to our clients.
Transform money from a source of worry to a resource for fulfillment®
What it means to be a fee-only financial advisor:
- We are only compensated by a fee the value of assets we manage, or by hourly fees
- We never accept commissions
- We do not accept referral fees
- We will always act in your best interest
- We put your best interests before our own
- We follow a Code of Ethics
- We seek to minimize all conflicts-of-interest, and if any were to occur we would disclose them to you in full capacity and upfront
- We follow the fiduciary standard, the highest standard of care in the industry, 100% of the time
We are a Registered Investment Adviser with the Securities and Exchange Commission. If you wish to read it, please feel free to view our Form ADV.
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Quarterly Commentary
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