Indianapolis, IN E 98th Street Office
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Market Street Wealth Management Advisors, LLC
Team
Firm-wide stats for Market Street Wealth Management Advisors, LLC
About
Market Street Wealth Management Advisors serves individual and institutional clients, including high‑net‑worth individuals, businesses, foundations, charitable organizations and retirement plans. The firm offers discretionary investment management, financial planning and retirement‑plan consulting, plus a Foundations program for smaller accounts.
The firm implements asset‑allocation and portfolio management primarily through mutual funds and ETFs and integrates financial planning into its wealth management engagements while monitoring and rebalancing accounts on a regular basis. Market Street also uses third‑party sub‑advisors and services — including an outsourced CIO, Vanguard Personalized Indexing, Dimensional funds, independent managers and the option to allocate to specialist strategies such as a long/short equity sleeve — as part of its implementation toolkit.
Several practices noted in the brochure are less common among peers: Market Street documents referral/solicitor arrangements and related disclosures, relies on third‑party platforms for held‑away account management and reporting (Pontera and ByAllAccounts), and accepts custodial/vendor support services that may provide non‑monetary benefits to the firm. The brochure also explicitly addresses the use of margin and pledged‑asset loans in certain strategies and describes an AI policy and cybersecurity controls, all of which the firm frames as potential conflicts or operational considerations for prospective clients.
Expertise
Occupation focus
Location
3105 E 98th Street, Suite 170
Indianapolis IN 46280
Advisors at this office
6
Advisors at this office
Aaron W
CFP®
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Aaron Williams is a CFP® professional with nine years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He is based in Indianapolis, IN. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm focuses on discretionary investment management, financial planning, and retirement-plan consulting, utilizing an asset-allocation approach with mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its portfolio management process.
Kyle T
CFP®, Series 65
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Kyle Thompson is a CFP® with 15 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2015. Prior to that, he worked at Veros Partners, Inc. from 2010 to 2015. He is also a trustee of the Indy SH Revocable Living Trust. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, using a range of approaches such as mutual funds, ETFs, third-party sub-advisors, and specialist strategies.
Austin A
CFP®
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Austin Angel is a CFP® professional with six years of experience in financial advising. He has worked at Market Street Wealth Management Advisors, LLC since 2018, including time as part of a seven-advisor team. Prior to that, he was employed at Indiana State University for four years. Market Street Wealth Management Advisors serves individual and institutional clients, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, third-party sub-advisors, and specialist strategies, while integrating financial planning and regular account monitoring.
Katie F
CFP®
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Katie Fischer is a CFP® professional with 12 years of experience in financial advising. She has been with Market Street Wealth Management Advisors, LLC since 2013, working in their Indianapolis office. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies in its portfolio management.
Patrick R
Series 65
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Patrick Roberts is a financial advisor with Market Street Wealth Management Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015 and previously worked at Veros Partners, Inc. from 2014 to 2015. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its investment approach.
Adriane K
Series 65, Series 66
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, holding Series 65 and Series 66 designations with three years of industry experience. Her prior experience includes roles at LPL Financial, CX Institutional, and PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a diversified investment approach incorporating mutual funds, ETFs, third-party sub-advisors, and specialist strategies, with regular account monitoring and rebalancing.
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