Becoming A Market Street Client
Choosing a financial advisor is an important decision; You should be selective. Here’s how we’ll guide you through the process of discovering if Market Street is the right fit.
Who We Serve
Our clients range from young professionals to retirees, with portfolios from $250,000 and up. Many of our clients are local to Indianapolis, and others live throughout the US. The scope and quality of our services are not dependent upon where you live.
The Process
It Starts With A Conversation
Sit down with one of our professional, approachable financial advisors to have a low-pressure, no-obligation meeting. At the forefront of our strategy is a true understanding of you, so we can provide personalized service. If there is mutual agreement that we’re a good match, we’ll get started.
We’ll Get To Work
The most immediate benefit of working with Market Street is the comfort and confidence of knowing your money is in good hands, working toward financial security. We will begin crafting your well-tailored, comprehensive financial plan. Then, we’ll have a more extensive meeting to walk through that plan, reviewing our initial recommendations, and short-term and long-term action items.
A Lasting Relationship
This is just the beginning. We’ll continue to build a lasting relationship, monitor your finances, communicate transparently, and provide ongoing support and advice, as we grow and preserve your wealth, together.
Client Experience
What You Can Expect As A Market Street Client
Sit down with one of our professional, approachable financial advisors to have a low-pressure, no-obligation meeting. At the forefront of our strategy is a true understanding of you, so we can provide personalized service. If there is mutual agreement that we’re a good match, we’ll get started.
The most immediate benefit of working with Market Street is the comfort and confidence of knowing your money is in good hands, working toward financial security. We will begin crafting your well-tailored, comprehensive financial plan. Then, we’ll have a more extensive meeting to walk through that plan, reviewing our initial recommendations, and short-term and long-term action items.
This is just the beginning. We’ll continue to build a lasting relationship, monitor your finances, communicate transparently, and provide ongoing support and advice, as we grow and preserve your wealth, together.
Core Financial Services
Foundations
Helping young professionals plan for tomorrow while living today to the fullest
Business Retirement Plans
Retirement plans that work for you, your employees and your business
Complimentary Initial Meetings
We’d love to meet you.
Schedule a low-stress, no-obligation meeting with us today.
