MCS Family Wealth Advisors is a fee-only financial planner based in Bend and Eugene, Oregon. With over 30 years of experience, they specialize in providing financial planning, retirement planning, and investment management services to high net worth clients. As fiduciary financial advisors, their sole focus is on their clients' best interests, offering transparent and personalized strategies to transform money from a source of worry into a resource for fulfillment. As a Registered Investment Adviser with the Securities and Exchange Commission, MCS Family Wealth Advisors follows the highest standard of care in the industry and charges fees based on the value of assets managed or through flat or hourly fees. They never accept commissions or referral fees, ensuring that their clients' financial well-being is their top priority. With a commitment to minimizing conflicts of interest and full disclosure, MCS Family Wealth Advisors aims to build hard-to-break investment strategies that help their clients achieve their financial goals.
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