Rich Elias joined Market Street Wealth Management in April 2022. He works closely with clients approaching retirement, helping them navigate the complexities of wealth management so they can focus on what matters most. With over 16 years of experience in the industry, Rich takes a disciplined investment approach grounded in a deep understanding of each client’s long-term goals.
Rich earned his Bachelor of Science in Business Management from West Chester University and began his career in finance with Wachovia in 2009. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Wealth Management Advisor (AWMA®). His areas of specialization include retirement income planning, tax-efficient investing, and legacy planning.
Rich lives in Downingtown, Pennsylvania with his wife, Sarah, their children, Logan and Alex, and their dog, Pancake. Outside the office, he enjoys spending time on the golf course, hitting the ski slopes, or exploring local hiking trails.