OUR FIRM 

Market Street Wealth Management Advisors, LLC (MSWMA) is an independent "Fee-Only" SEC Registered Investment Advisor founded in 2001.  We serve as fiduciary for our clients and do not sell any products.  We offer financial planning and integrated investment management as well as retirement plan consulting for business owners.  Our focus on tax efficiency, customized investment strategies, and integration and management of clients' employers' retirement plans are just a few examples of what makes our firm unique.             
           

HELPING YOU NAVIGATE THE JOURNEY TO YOUR FINANCIAL GOALS
 
No two people or families have identical financial goals or current circumstances.  Our financial planners recognize the uniqueness of your situation and develop customized financial plans and integrated tax efficient investment strategies to help you reach your financial goals.
 

GUIDING PRINCIPLE
 
We pledge to serve our clients in a manner in which we would want our own family members treated.

MARKET DATA

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