About

At Market Street, We Keep It Simple

Even when your finances are complex, managing your wealth should be simple. No jargon. No pressure. Just a straightforward approach to tackling your challenges and making smart choices for a more confident tomorrow.

We aren’t salespeople. We’re coaches.

There’s been a lot of news lately about new regulations that require financial advisors to act as true fiduciaries. That’s not news to us. We’ve been dedicated to Fee-Only Wealth Management since day one. We never receive commissions, and we never let outsiders influence our recommendations. Why? Because we believe our clients come first. Always. That’s why we take the time to carefully coach each client, with the focus on you. Because when you win, we win.

We believe in the power of collaboration.

Our dedicated team of CERTIFIED FINANCIAL PLANNERS™ (CFP®s) and Certified Public Accountants (CPAs)* are mutually committed to your success. We work with you side-by-side to create personalized solutions to help you make smart choices based on simple facts—not complicated speculation. If it doesn’t feel right to you, it’s simply not right, and we’ll find another way. Because it’s your money and your future.

Our clients are family.

Cliché? Perhaps. But it’s true that our clients include us in every aspect of their lives. From saving for your child’s wedding, to dancing with you at the reception. From figuring out the 401(k) plan at your first job, to ensuring you don’t outspend your assets in retirement. We hope you’ll consider joining our client family—for life.

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.

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Schedule a no-stress, no-obligation call and take your first step toward a stronger, simpler financial future.

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