financial planning that’s eye to eye, not over your head

Wealth management can be surprisingly simple once you trim the fat. Cut out all the jargon, the products you don’t need, and the stuffy boardroom meetings, and what are you left with? A clear, actionable plan that makes your money work for the life you want to live. We think you’ll like how simple life can feel at Market Street.

When you choose Market Street, we’re in it to win it for your financial future. But that also means we need commitment on your part — commitment to being actively involved in your financial plan, and being honest with us about what that ideal future looks like.

And if it’s not working out? No hard feelings. We have no ongoing commitments, so you can find another arrangement that fits your needs.

Wealth management isn’t just about seeing your portfolio move up and to the right. It’s about living the life you want to live right now, not sacrificing today for a hypothetical tomorrow.

With sound financial planning and investment management, Market Street helps you make the most of your current assets while setting the stage for whatever’s down the road.

Knowledge is power. We offer employee education, so your people know about all of the great benefits your plan has to offer, and how to take advantage of them. We make it a snap to get onboarded and make the most of your benefits plan.

When the going gets tough, call on Market Street for a professional recommendation. Our experts can recommend a menu of investment funds that include diversified asset classes and no-load fund families. That’s a fancy way of saying we help you make the most of your money.

When it comes to our fees, we’re an open book. Tap the button below to see our fee structure laid out in plain English — no funny business hiding in the fine print.

At Market Street, we think fee-only is the only way to be. That’s because it’s the only way of doing wealth management that ensures you come first, and no one else.

Fee-only advisors don’t receive payment from any other financial institutions or third parties, so we aren’t pressured to sell you any services you don’t need. Since we’re paid exclusively by you, we’re 100% in your corner.

Money is personal, so we hired some of the most personable experts in the industry. Sure, they can talk dollars and cents — but they also love talking about football, vacationing, home projects, you name it.

Meet the Market Street team, and see why we’re much more than our accreditations.