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Market Street Wealth Management

Headquartered in WEST CHESTER, PA

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Firm Information

Market Street Wealth Management is an independent wealth management firm located in West Chester, Pennsylvania. They offer a range of financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm has 11 investment advisor representatives and manages over $589 million in assets for 2,376 clients. Their services include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.

Market Street Wealth Management

999 WEST CHESTER PIKE

WEST CHESTER, PA 19382

$589.15M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Payment for client referrals

Branch Locations (3)

MARKET STREET WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

MORREHEAD CITY, NC

location

WEST CHESTER, PA

location

GLEN MILLS, PA

Advisors at Market Street Wealth Management

View All 12 Advisors
Unclaimed
Jeffrey William Leppert

RA

WEST CHESTER, PA

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Aaron Jay Stern

CFP®, RA

WEST CHESTER, PA

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Kevin Andrew Holt

CFP®, RA

WEST CHESTER, PA

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Kelly Livesey Doherty

RA

WEST CHESTER, PA

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Matthew Garrett Eichert

CFC®, RA

WEST CHESTER, PA

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Andrew Christopher Thrift

CFP®, RA

West Chester, PA

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Mark Meloro

RA

WEST CHESTER, PA

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Unclaimed
Richard George Elias

CFP®, RA

WEST CHESTER, PA

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Disclosures

There are no public disclosures for Market Street Wealth Management.

Frequently Asked Questions (6)

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