With commission-free compensation, the only gain we’re invested in is yours.
Let’s start a conversation.
Connect with a Market Street advisor
Take a Step Closer Toward Your Goals
Serving Clients Nationwide
We work with Indianapolis professionals and clients across the U.S. with $250K+ portfolios. Start with a low-pressure conversation to share your goals and see if Market Street is the right fit.
Core Financial Services
Investment Management
Wealth Management
Optimized investment strategies to grow your wealth.
Core Financial Services
Comprehensive financial planning, tailored to you.
Foundations
Business Retirement Plans
Business Retirement Plans
Wealth Management
Investment Management
Foundations
Helping young professionals plan for tomorrow while living today to the fullest.
Retirement plans that work for you, your employees and your business.
Retirement plans that work for you, your employees and your business.
Comprehensive financial planning, tailored to you.
Optimized investment strategies to grow your wealth.
Helping young professionals plan for tomorrow while living today to the fullest.
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.
Our Promise
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.
Partner, Senior Financial Planner, Chief People Officer
Kevin Ervin, CFP®, CPA
Partner, Senior Financial Planner
Patrick Roberts, CPA
Managing Partner
Austin Angel, CFP®, CDAA™
Senior Financial Planner
Adriane Kulczar, FPQP™
Senior Paraplanner
Tori Deleon
Paraplanner
Brittany Miller
Paraplanner
Latrisha Maxwell
Paraplanner
Doug O'Neill, FPQP™
Senior Operations, Investment Analyst
Their biggest differentiator is the convenience. Market Street Wealth Management takes a holistic approach to your financial life, helping with tax planning, investments, and insurance. They make complex financial situations simple through their planning process. If you appreciate having one trusted relationship that covers all aspects of your financial life, this is the place for you.
– Joshua Flade
Market Street Wealth Management Advisors is a truly incredible firm. Their comprehensive and detailed planning is second to none, and they are masters at navigating financial strategies for the millionaire next-door. For anyone in the area looking for truly proficient wealth management team, look no further. HIGHLY RECOMMEND.
