LOCATION OVERVIEW
Bend is a community known for its natural beauty, entrepreneurial spirit, and distinctive quality of life. Set against the backdrop of Central Oregon’s mountains and high desert, the city has grown into a vibrant destination for families, business owners, and professionals while maintaining the strong sense of community that has long defined the region. Waverly Advisors’ Bend office reflects that same balance, combining deep local relationships with a thoughtful, personalized approach to wealth management.
The Bend office became part of Waverly in 2026 through the acquisition of MCS Family Wealth Advisors, a firm with roots dating back to 1991. The combination brought together experienced professionals with longstanding client relationships and a shared commitment to helping individuals and families navigate the complexities of their financial lives. Today, our Bend advisors provide clients with access to the depth of Waverly’s wealth management capabilities while maintaining the personal service and local perspective they have come to know and trust.
What distinguishes our Bend office is the emphasis our advisors place on understanding each client beyond the numbers. Every relationship begins with listening and developing a clear understanding of each individual or family’s goals, priorities, and circumstances. That perspective allows our advisors to provide thoughtful guidance designed around what matters most to each client.
Our advisors have spent decades building relationships with individuals and families throughout Bend, Central Oregon, and beyond. Those relationships are grounded in trust, transparency, and a commitment to helping clients make thoughtful decisions about their wealth through every stage of life. It is a culture centered on people, strengthened by longstanding relationships, and supported by the resources of a national firm.
THE WAVERLY DIFFERENCE
Waverly Advisors is a fee-only, fiduciary Registered Investment Adviser serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Our firm was built on a commitment to objective advice, long-term relationships, and financial guidance grounded in trust.
We provide integrated wealth management, financial planning, and investment advisory services designed to help clients navigate complexity with clarity. Our approach coordinates the many moving parts of wealth, including investment management, tax strategy, estate planning, and legacy considerations, into one thoughtful, personalized plan.
As we have grown, our focus has remained the same: delivering a high level of care, expertise, and personal attention to the clients and families we serve. With deep roots in our communities and a growing national presence, we help clients make confident decisions and build strategies aligned with their lives, values, and long-term goals.
FAQs
Regional guidance on fiduciary standards, local economic alignment, and integrated wealth management.
Waverly Advisors’ Bend team builds an interconnected, data-driven strategy tailored entirely to your goals. Operating under a fee-only fiduciary standard, our advisors coordinate tax strategy, investment management, and estate planning into a single plan.
Learn more about our full range of investment management services and how we can support your financial planning needs.
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