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Matthew Garrett Eichert

Market Street Wealth Management

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About Matthew Garrett Eichert

Matthew Garrett Eichert is a financial advisor with Market Street Wealth Management, based in West Chester, Pennsylvania. Matthew has been in the financial services industry since 1998. He is licensed to provide securities and investment advisory services in Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Michigan, New Jersey, New York, and Pennsylvania. Matthew holds the Series 6, 7, 63, and 65 securities licenses and is a Chartered Financial Consultant. Matthew Garrett Eichert works with individuals, high-net-worth individuals, and corporations to develop customized financial plans and investment strategies. He has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, corporations, and trusts. Matthew focuses on providing personalized advice and comprehensive financial planning services to meet his clients' unique needs.

Firm Information

Matthew Eichert is currently registered with Market Street Wealth Management. 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

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Matthew Eichert’s Registration & Firm History

PA

01/03/2011 - Present

Market Street Wealth Management (WEST CHESTER PA)

PA

11/25/1998 - 11/26/2003

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 04/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Garrett Eichert.
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