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History

Market Street Wealth Management, as it is known today, was formally founded in 1992. In its early days, MSWM was simply a financial services firm. Realizing the need for a more “well-rounded” and comprehensive approach, the founders of Market Street Wealth Management began assembling the different pieces of the puzzle to improve upon the services of the firm.

The goal was clear: Make the financial lives of our clients simpler.

What does it mean to make your financial life simpler?

A “simpler” financial life is one where most, if not all, of one’s financial service needs can be met in one place. This would remove the stress of needing to bounce all around town to find professionals with different specialties.


From investment management to tax preparation and planning, we've got you covered. Whether it’s financial estate planning, Medicare plans, health insurance, or property and casualty insurance (home/auto)… it’s all here. 

Our advice team has areas of specialization and they are focused on providing you with the best possible professional service. The advice team is encouraged to pursue the industry’s most advanced financial planning and tax certification designations to better serve you.

We have built our entire firm around the needs of our clients.

Market Street Wealth Management has never veered far from its roots – financial planning. We believe that financial planning is about much more than just investment management.

Shortly after being founded, MSWM added an important piece of the puzzle for its clients – tax preparation. By integrating tax preparation and planning into the financial planning puzzle, it allowed clients to see a more complete picture of their financial lives. Taxes are an important part of the financial planning picture.

Client Centered

The insurance division was the next piece of the puzzle to fall in place. The advisors of MSWM routinely found themselves being asked questions like:

  • “What are my options with Medicare supplement insurance?”
  • “Am I paying too much for my home/auto insurance?”
  • “Do I need an umbrella policy?”

MSWM clients can feel confident that these types of questions can be answered by one of the professional team members within the firm. It’s comforting to know that these types of questions can be answered in a timely manner by somebody that’s already a part of your financial planning team.

The last piece of the Market Street puzzle to be put in place was convenient access to legal services. While neither the partners of MSWM, nor the advisors or tax preparers are attorneys, MSWM has on-site, independently contracted counsel and has made arrangements with outside counsel to provide legal services for the betterment of MSWM clients.

Our unique structure helps us foster the most important aspect of ourbusiness – our client relationships.

When clients begin to understand the framework of our firm, it becomes readily apparent how MSWM helps clients to answer “yes” to the question:

“Would you like a simpler financial life?”

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