Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
25 years
Location
Sea Isle City, NJ
Market Street Wealth Management
Team
Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.
Based on Market Street Wealth Management
Based on Market Street Wealth Management
Up to $10,000 fixed fee for financial planning; also flat monthly fees of $50 to $100 for younger investor planning services and $50 to $100 monthly fees for retirement plan advisory services.
$0 - $1,000,000: 1.00% - 1.25% $1,000,001 - $2,000,000: 0.85% - 1.00% $2,000,001 - $5,000,000: 0.75% - 0.85% $5,000,000+: 0.60% - 0.75%
Advisory persons may earn commissions as registered representatives of a broker-dealer, separate from advisory services.
Up to $200 per hour for financial planning services.
Fixed monthly fee ranging from $50 to $100 for planning services designed for younger investors; recurring monthly fees of $50 to $100 for retirement plan advisory services.
Fee-only: Investment advisory fees ranging from 1.25% to 0.60% annually based on tiered assets under management schedule; fees may be negotiable.
Sea Isle City, NJ
Sea Isle City NJ
Advisors at this office
1
New Jersey · Pennsylvania
25 years of industry experience
Market Street Wealth Management, Llc
2011 - Present • 15 years
West Chester, PA
Usa Financial Securities Corporation
2005 - Present • 21 years
Ada, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Margate City, NJ
Concierge Financial Planning, LLC
Ann Minnium is a CFP® professional with 17 years of experience, currently operating as the sole advisor at Concierge Financial Planning, LLC since 2009. Her background includes long-term involvement with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC offers fee-only financial planning and advisory services primarily for individuals, families, trusts, small businesses, and charitable organizations, with a focus on clients aged 50 and older or those nearing retirement. The firm provides written analyses and specific investment recommendations without managing client accounts, employing a mix of fundamental, technical, and cyclical analysis and favoring low-cost, tax-efficient mutual funds and ETFs.
Series 63, Series 65
North Cape May, NJ
Oxley Capital Management, LLC
John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.
CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.
CFP®, Series 63
Ocean City, NJ
Focus Wealth Advisors LLC
Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.
CFP®, Series 65
Somers Point, NJ
RockCrest Financial LLC
Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. Before joining RockCrest in 2023, he was self-employed and worked in the gig economy with GrubHub and DoorDash. RockCrest Financial serves individuals, families, trusts, and selected business and charitable entities, including high-net-worth clients, offering flat-fee comprehensive financial planning combined with investment management and specialized consulting on private real estate investments. The firm emphasizes a values-based planning approach with coordination of professional advisors and delivers discretionary portfolio management as part of bundled planning services.
CFP®
Margate City, NJ
TC Financial Management, Co Inc.
Douglas Cakert is a Certified Financial Planner® (CFP®) at TC Financial Management Co. Inc. in Margate City, NJ, with 11 years of industry experience. He has been with TC Financial Management since 2013. TC Financial Management provides investment management and financial planning services to individual investors, trusts, and estates. The firm uses a long-term, allocation-driven approach with primarily no-load mutual funds and ETFs, focusing on personalized investment plans integrated with financial planning.
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