It’s not about us.
But since you asked…
Being a financial advisor isn’t about the size of the portfolios you manage or the accolades you’ve won. At least, that’s not what it’s about at Market Street. What matters about us is you — your life, and how we can make your wealth work better for the life you want to live.
Even when your finances are complex, we make managing your wealth simple. No jargon. No pressure. Just a straightforward approach to tackling your challenges and making smart choices for a more confident tomorrow.
OUR REAL VALUE?
OUR VALUES.
We’ll be the first to admit that we’re not the cheapest option on the block. Sometimes it’s cheaper to set up shop with one of the big names in wealth management — and sometimes their hidden fees hit you with a sucker punch when you least expect it. Either way, don’t be shocked if all you get for your money is an end-of-year report and an email whenever the market gets rocky.
So what makes Market Street worth the sticker price? If you ask our long-term clients, it’s our ethics. Sure, you’ll get sound professional advice from our finance experts. But you’ll also get honesty, responsiveness and a true sense of diligence. You’ll get a real relationship with a team that really listens, and is true to our word.
When it comes to the cost of our relationship, we’re an open book. You can see all of our fees right here, with no hidden clauses tucked away in microscopic text.
WHAT IS FEE-ONLY WEALTH MANAGEMENT?
Here’s a hot take: if you pay for someone to manage your money, you should hear from them more than once a year. What’s more, they shouldn’t spam your inbox with “exciting new offers” that just amount to a new way to pad the pockets of their board of directors.
Yeah, we don’t do that here.
As a fee-only advisor, Market Street has a better plan — and it all comes down to you. You pay us a fee based on the size of your portfolio, and we pay our people a fixed salary to manage your wealth in a way that actually makes sense for your life. No commissions, no hidden agendas, no nonsense.
The long and short of it? We’re coaches, not salespeople. Because when you win, we win.
CFP®s, CPAs, and your gut feeling — we can’t name a more iconic trio
It goes without saying that we’ve got some pretty smart cookies on the Market Street team. Certified Financial Planners™, Certified Public Accountants, you name it. But what’s just as important as our expertise is how that expertise sits with you.
We work side by side to help you make smart decisions based on simple facts, but ultimately your gut feeling is our North Star. If the plan doesn’t feel right, we go back to the drawing board — together. It’s your money and your future, and we’re mutually committed to helping you toward that future.
Please Note: Neither Market Street, nor any of its employees, serves as a client’s accountant. Neither Market Street, nor any of its employees, prepares client tax returns.
welcome to the family
When we say we treat our clients like family, we’re along for the ride wherever your family’s life takes you and your finances. And the best part? You don’t need to save a seat for us at Thanksgiving — but if you do, we’ll always bring dessert.
Interested in working here? View Open Positions
welcome to market street.
We think you’ll like it here.
