A complete list of active advisors currently associated with Market Street Wealth Management Advisors, LLC

Warmer can help you find a great advisor at Market Street Wealth Management Advisors, LLC or one who fits your needs even better.

Market Street Wealth Management Advisors, LLC serves individual and institutional clients, including high-net-worth households, retirement plans, foundations and charitable organizations. The firm offers discretionary wealth management, standalone investment management, retirement plan consulting, a four‑year Foundations program for clients with under $250,000 in investible assets, and held‑away account services through third‑party platforms. The firm emphasizes customized portfolio construction and ongoing asset‑allocation oversight, primarily using mutual funds and ETFs (including Dimensional funds) and, for some clients, Vanguard Personalized Indexing and allocations to unaffiliated independent managers. Market Street also uses an OCIO for investment ideas, deploys account‑aggregation tools (Pontera, ByAllAccounts) to manage held‑away assets, and discloses use of AI tools under an internal policy; certain sub‑advisors may employ long/short strategies that use margin. Compared with many peers, Market Street operates a multi‑office team and a larger advisor group, and its disclosures show it both advertises third‑party ratings and uses endorsements in its marketing. The firm also explicitly permits and discloses borrowing in certain separately managed strategies and discusses related conflicts and risks, and it provides specialized service lines (held‑away management platforms and a Foundations tier) that are less common among similar team advisers.

To learn more about the advisors currently working at Market Street Wealth Management Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Market Street Wealth Management Advisors, LLC's office locations.

Name	Location	Years of experience
Austin Angel	Indianapolis, IN	6
Jessica Bokhart	Crawfordsville, IN	11
Katie Fischer	Indianapolis, IN	11
Adriane Kulczar	Indianapolis, IN	2
Douglas Oneill	Indianapolis, IN	13
Patrick Roberts	Indianapolis, IN	11
Kyle Thompson	Indianapolis, IN	15
Aaron Williams	Indianapolis, IN	9

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