Where Trust Grows
For 25 years, Market Street Wealth Management has offered personalized wealth management to its clients, leading with authentic connections, and expertise. Founded in 2001 by Kevin Ervin, the firm has grown into a full team of Financial Planners dedicated to helping individuals and families navigate financial planning with confidence. Proudly rooted in Indianapolis, Market Street delivers its expertise and tailored services to clients locally and nationwide.
“We have some of the smartest and most caring people on our team,” says senior financial planner Austin Angel. The team is made up of six Certified Financial Planners, three Certified Public Accountants, and partners with Chartered Financial Analysts, offering a diverse well of knowledge not only for financial planning but also for tax savings and investment portfolio management.
Market Street seeks to set itself apart from other financial planning firms in the industry through its personalized approach to each client. Every situation is different, and getting to know the client and their goals is a crucial first step.
“We flip the script when it comes to a lot of other people in our industry. The first thing a lot of places are going to do is talk about investments, and that’s actually the last thing we talk about,” Angel says.
The financial planning process is all about building relationships, he says. Planners start by asking questions such as: What do they value? What are their current worries? What does retirement look like for them? What are their current priorities? “Those questions help us build the financial plan that’s specific to them.”
The services they offer can be broken down into three buckets: wealth management for pre-retirees, wealth management for current retirees, and a service called Foundations, geared toward young professionals between the ages of 30 and 40.
For all services, Market Street believes ongoing planning is important because life changes.
“Life is going to throw curveballs at us,” Angel says. “For example, your kids or grandkids move out of state. Then the question is, can we afford to move? What does that look like? Or maybe you decide you want to travel more and need to adjust your travel budget.” These questions form the foundation of a wealth management plan.
“It’s hard for us to tell you how to invest and how much growth you need until we have those questions answered first.”
Some financial firms offer a one-time financial plan, but Market Street knows life is unpredictable and clients’ goals and financial situations are ever-changing. Reviewing goals is done annually, at a minimum, to make sure clients remain on track.
“If you want a truly tailored experience that’s going to meet all the things that life throws at you, the only way to do that is to have a financial planner who meets with you annually or two times a year and really knows you and your family,” Angel says.
“Each and every year, based on how the stock market moves and the previous year’s spending, do we need to make adjustments? Do we need to spend a little less, or maybe things are going well and we can spend a little more?
Another key part of wealth management includes tax planning. With three CPAs at the helm, tax knowledge is a major focus and a key strategy the firm uses with a goal of helping clients save money throughout their lifetime.
“Investments are the vehicle of growth, but it’s kind of unknown,” Angel explains. “Markets are going to go up and they’re going to go down, and returns are not guaranteed. But if I can save you a couple thousand dollars each year on taxes, that is more tangible.”
For those who think it is too early to start retirement planning, Market Street offers Foundations, specifically geared toward professionals in their 30s and 40s. Less intensive than traditional wealth management services, Foundations focuses on managing retirement savings while navigating debt and covering daily expenses such as day care, mortgage payments and unexpected car costs.
Market Street is intentional in its focus to keep the client-to-advisor ratio love to provide a more personalized experience to clients.
“We aren’t a large national firm; we are a small local business that is owner-operated,” Angel says. “We are a boutique firm and want to give our clients the best experience possible.”
Valuing client experience over rapid growth allows the firm to develop deeper, long-term relationships. In addition, Market Street uses its full team of experienced professionals in everything it does. Rather than working with a single advisor, clients have a team behind them, providing a well-rounded financial plan tailored to individual strengths and specialties.
Each team member brings unique insight and expertise. Some specialize in advising recent widows and divorcees, while others focus on health care, subsidy planning and business owners. The firm has significant investment knowledge in-house but also leans on trusted outside partners in areas such as investment portfolio construction to enhance decision-making.
“When people reach out to us, it’s because something is going on,” Angel says. “Maybe they’re dealing with a new inheritance, or they need help with long-term family care, or a couple wants to expand their family and plan for IVF. It’s not just retirement planning. We meet people where they’re at in their financial journey.”
Throughout the year, Market Street hosts in-person events covering specific topics. Last year, the firm hosted an event for business owners at the Ironworks Hotel.
In addition to in-person events, Market Street hosts monthly live webinars via Zoom. Topics vary each month and range from charitable giving strategies to Medicare coverage management. For those unable to attend live, all webinars are posted to the firm’s YouTube channel.
Founded with families in mind, Market Street remains committed to its core values: authentic connections, commitment to knowledge sharing and building loyal partnerships. Through innovative wealth management strategies, clear and consistent communication, and diligent attention to clients’ goals, Market Street continues to set a high bar for what a financial advisory firm can be. Its fee-only structure also means they work only for their clients and disclosure any potential conflicts of interest — when clients succeed, the firm succeeds.
Financial planning can feel overwhelming, with many components involved in creating a solid plan for the future.
Market Street aims to help clients feel confident and informed in every decision they make. The firm’s main office is located at 98th Street and Keystone Avenue, with a second office in Crawfordsville on South Green Street.
To learn more about services, upcoming events or to register for a webinar, visit mswma.com.
