Jessica L. Bokhart
Partner @Market Street Wealth Management Advisors
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WORK HISTORY
Partner @Market Street Wealth Management Advisors
Indianapolis, IN, US
The financial planning process allows us to focus on your goals, dreams, and aspirations as well as address potential concerns including death and disability to determine any changes that can be made to your financial picture. We provide comprehensive financial planning and investment management services. Financial plans are updated annually at no additional charge and we manage investments with a focus on tax efficiency.Market Street Wealth Management Advisors, LLC (MSWMA) is an independent “Fee-Only” SEC Registered Investment Advisor founded in 2001. We serve as a fiduciary for our clients and do not sell any products.
EDUCATION
Purdue University
B.S.
SKILLS
ABOUT JESSICA L. BOKHART
Partner | Senior Financial Planner
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