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®
“Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: that wisdom preserves the life of its possessor.”
Ecclesiastes 7:12 (NIV)
“There are people who have money and people who are rich.”
Coco Chanel 1883-1970
Latest Blog Posts
How to find a fee-only financial advisor: four easy steps
The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. …
Questions to ask your financial advisor
What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What …
Quarterly Commentary
2021 First Quarter Newsletter and Outlook
Looking back at the first quarter of 2021, and at the economy of the last year, it feels as if the word “unprecedented” has …
2021 Second Quarter Newsletter and Outlook
The Shortest Recession on record received the Most Stimulus on record, the result of a dire situation and reflexive response. The consequences of unleashing …