Waverly Advisors Acquires MCS Family Wealth Advisors
For best results when printing this announcement, please click on link below: Waverly Advisors Acquires MCS Family Wealth Advisors Acquisition expands Waverly’s presence in Oregon Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients, has acquired MCS Family Wealth Advisors (“MCS”), a wealth management firm with offices in Bend and Eugene, Oregon, and approximately $151 million in assets under management (“AUM”) (as of 6.30.2026). The acquisition further strengthens Waverly’s footprint in the Pacific Northwest. Founded in 1991 by Michael Stalker, MCS provides financial planning, retirement planning and investment management services to high-net-worth individuals and families. Over more than three decades, MCS has built a strong reputation for disciplined wealth management and personalized advice. Michael and Jeff Yamada, who has worked alongside Michael since 2004, will join Waverly as Partners and Wealth Advisors. “MCS is a highly respected firm dedicated to helping
2026). The acquisition further strengthens Waverly’s footprint in the Pacific Northwest. Founded in 1991 by Michael Stalker, MCS provides financial planning, retirement planning and investment management services to high-net-worth individuals and families. Over more than three decades, MCS has built a strong reputation for disciplined wealth management and personalized advice.
Michael and Jeff Yamada, who has worked alongside Michael since 2004, will join Waverly as Partners and Wealth Advisors. “MCS is a highly respected firm dedicated to helping clients preserve and grow wealth across generations,” said Justin Russell, President and CEO of Waverly. ” “I founded MCS as a fiduciary with the mission to ‘transform money from a source of worry to a resource for fulfillment’,” said Stalker. ” The acquisition of MCS marks Waverly’s 37(th) transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group (“WPCG”) and HGGC’s Aspire Holdings platform.
The transaction closed on October 9, 2026. “MCS is a natural fit for Waverly and reflects the firm's continued momentum in attracting high-quality firms,” said Peter Wheatley, Director at WPCG. ” FP Transitions advised MCS on the transaction. Financial and legal terms of the deal will not be disclosed.
About Waverly Waverly Advisors, LLC (“Waverly”) is a fee-only federally registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. 2026) and offers collaborative investment, tax, estate and financial planning services. S. and a team of nearly 500 professionals who hold many of the industry’s most prestigious credentials.
For more information, please visit About Wealth Partners Capital Group Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG supports its partners’ growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. For more information, please visit About HGGC HGGC is a values-driven, partnership-focused private investment firm.
The Firm’s ecosystem of investors, operators, and professionals is united by the shared mission to develop leading enterprises and build long-term value together. HGGC invests in technology, business services, financial services, and consumer enterprises. The Firm is based in Palo Alto, Calif. and manages over $10 billion in assets under management as of June 30, 2026.
More information, including a complete list of current and former investments, is available at Disclosure: Waverly is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. com) Website