Insights

Niche Wealth Focus Mid-sized, fee-only wealth management firm with comprehensive planning services across retirement, estate, education, and risk management, indicating opportunities to cross-sell integrated financial planning and fee-based advisory solutions to affluent mid-career clients.

Growth Readiness Revenue range of 10M-25M and 11-50 employees suggest capacity for expanding service offerings, onboarding technology enhancements, or adding advisor support, making it a candidate for scalable partnerships or white-label solutions.

Tech Stack Fit Current use of WordPress, AWS, Cloudflare, and PHP indicates openness to cost-effective tech investments; potential upsell for CRM integration, data analytics, cybersecurity hardening, and client portal enhancements.

Brand Differentiation Emphasis on fee-only fiduciary guidance, clear actionable recommendations, and specialized planning areas (women’s planning, divorce planning, charitable giving) presents opportunities to introduce family office-style services or targeted marketing partnerships.

Market Positioning Operate in a competitive landscape with large incumbents; prospect alignment with firms of similar scale and advisory models could benefit from collaboration on joint marketing, co-branded educational content, or referral agreements to capture mid-market growth.

Similar companies to Market Street Wealth Management Advisors

Market Street Wealth Management Advisors Tech Stack

Market Street Wealth Management Advisors uses 8 technology products and services including Site Kit, Amazon Web Services, Cloudflare, and more. Explore Market Street Wealth Management Advisors's tech stack below.

  • Site Kit
    Analytics
  • Cloud Hosting
  • Cloudflare
    Content Management System
  • Content Management System
  • PHP
    Programming Languages
  • Animate.css
    UI Frameworks
  • Yii
    Web Frameworks
  • WP-PageNavi
    Web Platform Extensions

Market Street Wealth Management Advisors's Email Address Formats

Market Street Wealth Management Advisors uses at least 2 email formats:
Market Street Wealth Management Advisors Email FormatsExamplePercentage
FirstL@mswma.comJohnD@mswma.com
92%
First@mswma.comJohn@mswma.com
8%

Frequently Asked Questions

What is Market Street Wealth Management Advisors's phone number?

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You can contact Market Street Wealth Management Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Market Street Wealth Management Advisors's official website and social media links?

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Market Street Wealth Management Advisors's official website is marketstreetwealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Market Street Wealth Management Advisors generate?

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As of September 2026, Market Street Wealth Management Advisors's annual revenue is estimated to be $10M - $25M.

What is Market Street Wealth Management Advisors's NAICS code?

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Market Street Wealth Management Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Market Street Wealth Management Advisors have currently?

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As of September 2026, Market Street Wealth Management Advisors has approximately 12 employees across 2 continents, including North America and Europe. Key team members include Managing Director: M. E., Principal And Chief Operations Officer: S. D. and Portfolio Manager: C. A. B. Explore Market Street Wealth Management Advisors's employee directory with LeadIQ.

What industry does Market Street Wealth Management Advisors belong to?

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Market Street Wealth Management Advisors operates in the Financial Services industry.

What technology does Market Street Wealth Management Advisors use?

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Market Street Wealth Management Advisors's tech stack includes Site Kit, Amazon Web Services, Cloudflare, WordPress, PHP, Animate.css, Yii and WP-PageNavi.

What is Market Street Wealth Management Advisors's email format?

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Market Street Wealth Management Advisors's email format typically follows the pattern of FirstL@mswma.com. Find more Market Street Wealth Management Advisors email formats with LeadIQ.

When was Market Street Wealth Management Advisors founded?

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Market Street Wealth Management Advisors was founded in 1999.
Market Street Wealth Management Advisors logo

Market Street Wealth Management Advisors

Financial ServicesIndiana, United States11-50 Employees

Market Street Wealth Management Advisors is a fee-only financial services firm that provides ongoing, personalized financial planning. A small-to-mid-sized team coordinates guidance across a broad range of topics, with an emphasis on protecting and preserving clients' assets through structured planning and clear, actionable recommendations. Based in Indianapolis, Indiana, the firm supports clients as they navigate savings, retirement funding and distributions, investment planning, and related areas such as estate and tax strategies, education funding, risk management, divorce planning, and charitable giving.

Its client base includes individuals at mid-career, those planning for retirement, women focused on financial planning, middle-income households, divorce considerations, and small business owners seeking guidance on cash flow and related issues. The breadth of services spans investment planning, retirement distributions, estate and tax strategies, education funding, risk management, charitable giving, and business-owner planning, all aimed at helping clients address practical money-management challenges over time. These offerings reflect its position within the financial services industry as a fee-only advisor delivering ongoing planning.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Market Street Wealth Management Advisors's revenue is estimated to be in the range of $10M - $25M

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