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.

Latest Blog Posts

In this blog we provide sample scam letters so that consumers can see examples of fraudulent communications, so that they know how to avoid being a victim of a fraud or scam.

Sample scam letters – don’t be a victim!

Here are sample scam letters. If you have received any of these letters, or have received a similarly fraudulent communication that is not …

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Inheritance scam documents are very common - don't be a victim!

Inheritance scam document (examples + checklist)

It seems as if everyone with an email address, cell phone, or internet connection is bombarded by scams trying to trick them into …

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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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