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Market Street Wealth Management

EST. AUM
$836,983,408

CONTACTS
11

CLIENT ACCOUNTS
2,717

Firm Details

Metro area Indianapolis
CRD Number 155157
Website mswma.com
Client types

Overview

Market Street Wealth Management Advisors, LLC (MSWMA) is an independent "Fee-Only" SEC Registered Investment Advisor founded in 1999. It serves as a fiduciary to its clients and does not sell any products. It provides annual updates to financial plans, including goal probability assessment, at no additional fee. It manages and integrates clients' employers' retirement plans (e.g. 401(k) and 403(b) plans, etc.). MSWMA offers customized investment strategies for each client rather than grouping clients into broad general investment categories, and focuses on tax efficiency in the development and ongoing management of investment portfolios. For its business owner qualified retirement plan consulting clients, MSWMA signs on as a co-fiduciary to the plan.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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