About MCS Financial Advisors

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Our History
MCS Financial Advisors was founded in 1991 by Michael C. Stalker, CFA^®, who remains the principal owner. Michael has been ranked among the top conservative investment managers.

Michael began his financial career in 1983 as a stockbroker for NYSE member Newhard, Cook & Co. Michael soon came to realize that the interests of financial service companies often conflicted with the financial goals of the client. He saw that many clients needed more than mere brokerage services (i.e. facilitating the purchase of investment products). Clients needed unbiased investment advice from someone who would act in their best interests.

MCS is now one of the largest independent fee-only wealth management firms in Oregon. We offer informed and objective, yet highly personalized, financial planning and asset management strategies in tune with the life and financial goals of our clients. Operating MCS Financial Advisors as an independent fee-only firm - with no ties to financial institutions and no financial products to sell - allows us to concentrate on building wealth and security for our clients.

Our Strength
People are the strength of MCS Financial Advisors, people with integrity and experience. Our professional team delivers a wide range of skills and years of expertise in the financial industry.

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Our Approach
Our approach is straightforward: We apply informed and prudent wealth management strategies to secure superior outcomes, allowing our clients the freedom to live the life they choose.

Innovation: apply insightful creativity and comprehensive vision to craft solutions to common and uncommon wealth management challenges.

Communication: build candid, respectful dialog that promotes the deep mutual understanding necessary to build successful relationships

Integrity: adhere strictly to our fiduciary duty, respect the dignity of the individual, and contribute to the collective well-being of our community

Our Guiding Principles

Be Experts; Commit to ongoing professional development
Be Skeptical; Do not accept things at face value
Be Insightful; Look beyond the obvious to the root causes
Be Creative; Explore non-standard solutions
Be Profitable; Offer a high value proposition
Be Unbiased; Minimize or eliminate conflicts of interest

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The MCS Advantage
The Fee-Only Benefit