MCS Family Wealth Advisors Employee Directory

Investment ManagementOregon, United States2-10 Employees

The mission of MCS Family Wealth Advisors: 

Transform Money from a Source of Worry to a Resource for Fulfillment.

MCS Purpose:   Manage Risk and Increase Wealth

MCS Financial Advisors is an independent, privately owned, fee-only wealth management firm. MCS specializes in providing hard-to-break wealth management strategies for high-net-worth families.

What makes MCS different is its excellent investment track record combined with the integration of strategies to enhance and build both financial and human capital. 

Services include asset management, family wealth / business counseling and financial planning.

Find MCS Family Wealth Advisors employees' phone numbers or email addresses

MCS Family Wealth Advisors Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

MCS Family Wealth Advisors's Leadership

  • Stylized image of a person
    M. S.
    President
    Phone icon
  • Stylized image of a person
    M. S.
    Founder / Portfolio Manager / Wealth Counselor
    Phone icon
  • Stylized image of a person
    J. Y.
    Financial Planner, Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    S. M. R.
    Owner
    Phone icon
  • Stylized image of a person
    E. M.
    Co-Owner/Agent
    Phone icon
  • Stylized image of a person
    E. M.
    Co-Owneragent
    Phone icon

MCS Family Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from MCS Family Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. Y.
    Financial Planner, Chief Compliance Officer
    Phone icon
    United StatesOregon
    Nov 18, 2025
  • Stylized image of a person
    S. M. R.
    Owner
    Phone icon
    United StatesArizona
    Sep 08, 2025
  • Stylized image of a person
    M. S.
    President
    Phone icon
    United StatesDelaware
    Jul 19, 2025
  • Stylized image of a person
    E. M.
    Co-Owner/Agent
    Phone icon
    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    M. S.
    Founder / Portfolio Manager / Wealth Counselor
    Phone icon
    United States
    Mar 13, 2024
  • Stylized image of a person
    E. M.
    Co-Owneragent
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is MCS Family Wealth Advisors known for?

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MCS Family Wealth Advisors was founded in 1990 operates in the Investment Management industry. The company's main headquarters is located in 750 Northwest Charbonneau Street, Suite 201; you can contact the main corporate office by phone at . Explore MCS Family Wealth Advisors's company overview page for more information.

What is MCS Family Wealth Advisors's most common email format?

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MCS Family Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MCS Family Wealth Advisors email formats with LeadIQ.

How many employees does MCS Family Wealth Advisors have currently?

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MCS Family Wealth Advisors has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are MCS Family Wealth Advisors's key employees and leadership?

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As of January 2026, MCS Family Wealth Advisors's key employees include:

  • President: M. S.
  • Founder / Portfolio Manager / Wealth Counselor: M. S.
  • Financial Planner, Chief Compliance Officer: J. Y.
  • Owner: S. M. R.
  • Co-Owner/Agent: E. M.

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