Market Street Wealth Management Advisors

Market Street Wealth Management Advisors

Market Street Wealth Management Advisors was founded in 1999 as a registered investment advisor in Indianapolis, Indiana. The firm is structured around a team of twelve, including seven named advisors holding CFP®, CPA, or CDAA™ designations — among them Jessica Bokhart, Kyle Thompson, Katie Fischer, Aaron Willams, Kevin Ervin, Patrick Roberts, and Austin Angel. No single wealth-origin narrative applies; the firm serves a mix of individuals, high-net-worth families, businesses, and other organizations. The firm deploys capital through wealth management, business retirement plans, and a “Foundations” program aimed at young professionals. Services span retirement planning, cash-flow management, and initial investment selection. Client assets are custodied at Schwab, and trading platforms include KTrade and The Standard. Market Street operates on a fee-only model, charging based on portfolio value with no third-party commissions. The strategy relies on continuous fund monitoring and personalized portfolio construction rather than proprietary products or direct private investments. With an office in Crawfordsville supplementing its Indianapolis headquarters, the firm maintains a regional footprint concentrated in the Midwest. The team of twelve includes four support staff alongside the advisory group. Adjacent vehicles such as philanthropic foundations or club memberships are not disclosed. May 2025: The firm continues to operate from its two Indiana offices with no publicly announced succession or structural changes. Structurally, Market Street differs from aggregation platforms and broker-dealer networks by combining the CFP fiduciary standard with in-house CPA expertise under one fee-only roof — meaning tax and financial planning sit inside the same advisory relationship rather than being outsourced or sold as separate products.