Market Street Wealth Management

Nathan Daniel is a financial advisor at Market Street Wealth Management with four years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Vanguard and Concentra. Nathan also engages in life and health insurance sales as part of his role at Market Street Wealth Management. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients. The firm employs a primarily long-term investment approach based on fundamental analysis, offering portfolio management, financial planning, and access to automated managed accounts through Fidelity’s platform.

John Prickett is a financial advisor with Market Street Wealth Management in Glen Mills, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Market Street Wealth Management and USA Financial Securities Corporation in 2023, he worked at 15Five and was involved with Antioch of Community Church Waltham for eight years. Outside of advising, he occasionally speaks at churches on topics including financial stewardship. 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 primarily long-term investment approach based on fundamental analysis, utilizing diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Troy Vogt is a CFP® professional with 15 years of experience, currently serving as an advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional roles in financial planning and investment advice through affiliated businesses, including ownership of Vogt Financial Inc. He is also involved with Market Street Tax Service, a tax preparation firm. 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, fundamentally based investment approach, utilizing diversified mutual funds and ETFs, and offers access to an automated managed-account program on Fidelity’s platform.

Richard Elias is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Market Street Wealth Management, where he has worked since 2022, and previously held positions at Merrill Lynch and Rodgers & Associates, LTD. Outside of advisory services, he is involved with Market Street Tax Services, a tax planning and preparation firm. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program, with an investment approach focused on long-term fundamental analysis and diversified portfolios tailored to client needs.

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.

Sarah Clayton is a Series 66-licensed financial advisor with Market Street Wealth Management, bringing seven years of industry experience. She has worked at USA Financial Securities since 2018 and has been with Market Street Financial Group and Market Street Wealth Management LLC since 2015. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, offering diversified portfolios tailored to client goals and risk tolerance.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Kelly Doherty is a financial advisor at Market Street Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Market Street Wealth Management and USA Financial Securities Corporation since 2012. 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, utilizing diversified mutual funds and ETFs tailored to client objectives and risk tolerance.

Andrew Thrift is a CFP® with nine years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked at USA Financial Securities and Market Street Wealth Management since 2016 and previously held roles at K.C.S.D. and Willowdale Chapel. Thrift is also involved in financial advisory and consulting activities through related businesses. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and utilizes diversified mutual funds and ETFs, supported by Fidelity’s automated managed-account platform.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. 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 emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model management.

Kevin Holt is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional experience with USA Financial Securities Corporation, Market Street Financial Group, and Principal Life Insurance. Outside of his advisory role, Holt owns and operates Method Hockey, LLC, a sports training business. Market Street Wealth Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program on Fidelity’s platform. The firm’s investment approach focuses on long-term fundamental analysis and diversified portfolios tailored to client goals and risk tolerance.