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

This is a cybersecurity checklist that talks about keeping your money safe online, how to protect your bank accounts, and other online financial security tips.

A guide to keeping your money safe online (+ cybersecurity checklist)

Keeping your money safe online is no simple task. In this article we’ll cover: The types of identity theft How to protect your …

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This is a scene from beautiful Oregon, where many people spend their final years if they are prepared enough by having done proper retirement planning in Bend, Oregon or the surrounding area.

A guide to retirement planning in Bend, Oregon

As financial advisors in Deschutes County, we’ve seen our share of people retire. Here is a look at the guidelines you should be …

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Quarterly Commentary

2021 Third Quarter Newsletter & Outlook

Camp Transitory vs. Camp Persistent vs. Camp “Surely, you can’t be that sure” The debate about inflation and its implications for investors has been …

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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 …

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