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
Wealth Management
Investment Management
Core Financial Services
Comprehensive financial planning, tailored to you.
Optimized investment strategies to grow your wealth.
Business Retirement Plans
Wealth Management
Investment Management
Foundations
Foundations
Business Retirement Plans
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.
Helping young professionals plan for tomorrow while living today to the fullest.
Retirement plans that work for you, your employees and your business.
How Our Approach Compares
Traditional Advisor
Fee-Only
May earn commissions or other product-based compensation, which can influence recommendations.
Paid directly by you. No commissions or third-party incentives.
How They’re Paid
Requires advice to be good enough, but it’s not necessarily the best for you.
Acts as a fiduciary when advising, putting your interests first.
Legal Standard
Can be limited to preferred providers or higher-fee products.
Open access to a broad range of investments selected on merit and cost.
Investment Choice
Planning-led approach that connects investments with taxes and long-term goals.
Typically investment-focused; planning depth varies widely.
Scope of Advice
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.
