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
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 …
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 …
Quarterly Commentary
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 …
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 …