SERVING PEOPLE.
NOT SELLING PRODUCTS.
When you’re shopping around for a new financial advisor, you have every right to be skeptical. It seems like the big guys are only interested in shoving new products down your throat instead of actually helping your wealth work for you.
Your financial life is unique — so why should it be treated like another cookie-cutter portfolio? As fee-only advisors, Market Street’s services are based on you, the life you want to live, and how your wealth can support that life. If you believe that one size doesn’t fit all, you might be a great fit at Market Street.
our investment strategy
Before we invest, we’re invested in you.
What makes a good investment? It all comes down to how it supports the life you want to live. We don’t invest a penny before we get to know you, your life, your family, your hopes and goals — you know, the stuff that makes life worth living.
You’ll hear from us when times are good, and when times are bad. We’ll be the voice of reason when the market soars, and when it dips. Together, we’ll build a tax- and cost-efficient investment plan that works uniquely for your distinct needs.
The better we know you, the better we can help get you on the right financial path.
A lot of services fall under the umbrella of Wealth Management, but Market Street goes beyond the beaten path to offer support for more elements of your financial life.
I’d like to:
Wealth Management
// The “goes without saying” stuff
There are some things you get no matter where you entrust your portfolio. Continuous monitoring, adjustment recommendations based on tax rules, economic conditions, changes in your personal finance — any good financial advisor will sweat that stuff so you don’t have to.
So, what do you get when you work with Market Street? Well, for one, you get actual people who actually care about what your wealth means for your life. If you’re just trying to add zeros to your bottom line before retirement, we can certainly try to do that. But we care a lot more about making sure you can afford your dream vacations in the meantime.
retirement planning
// We’re in it for the long haul.
Whether you’re nearing the finish line or already kicking your feet up, retirement planning doesn’t stop after your last day of work. We help you prepare for the lifestyle changes that come with retirement, and evaluate adjustments along the way.
benefits optimization
// Making your working life work for you.
Making the most of your employee-offered benefits is enough to make your head spin. From 401(k)s and 403(b)s to pensions and other retirement plans, we try to ensure you’re not leaving money on the table.
We can help you make heads or tails of your health insurance options, too. Our experts offer advice on spouses sharing a plan or staying on their own unique plans, choosing disability or life insurance, and setting up Dependent Care FSAs, just to name a few.
financial connections
// We play nice with others.
Your tax advisor, your insurance provider, your benefits manager — we get it, you’re seeing other people. We work hand in hand with all of your financial institutions to make sure your entire wealth is in lockstep toward your financial goals.
family support
// Our smarts and savvy, your flesh and blood.
Your family life and financial life go hand in hand. From helping your aging parents reallocate their investments to setting up savings accounts for your little ones, Market Street is here to support the people who matter most to you.
business retirement planning
// We’re in it for the long haul.
A good employee retirement or pension plan can attract and retain the top talent, but managing that plan can be a major pain. Market Street can help you evaluate third-party administrators, monitor fund performance, and offer employee education to boost participation — all while minimizing liability to your company.
Tax planning
// Taxes can hurt — we make them hurt less.
Like it or not, every financial move has repercussions at tax time. With CPAs on staff and a heavy focus on techniques like tax loss harvesting, we put the tax implications of wealth management front and center — with the goal of keeping more in your pockets and owing less in April.
estate planning
// Where do you see yourself in 100 years?
Where will your wealth go once you’ve reached the finish line? If leaving savings to a grandchild’s college fund or your church is part of your legacy, we help you include it in your long-term financial plan.
family support
// Our smarts and savvy, your flesh and blood.
Your family life and financial life go hand in hand. From helping your aging parents reallocate their investments to setting up savings accounts for your little ones, Market Street is here to support the people who matter most to you.
Not sure where to start?
Take our assessment to help you find the right path with the Market Street Wealth Advisor team.
like the way we think? then you’ll like the way we work together.
Schedule a no-stress, no-obligation call and take your first step toward a stronger, simpler financial future.
