Market Street Wealth Management Advisors Employee Directory

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.

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