Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on assets under management. Financial planning services are typically provided under a written agreement and may include general recommendations or specific actions. MSWM may receive commissions as representatives of USA Financial Securities or as licensed insurance agents, creating a potential conflict of interest. Clients are not obligated to use recommended professionals or implement recommendations through MSWM.
Areas of Practice
Advisor Information
Office location
999 West Chester Pike, Suite 202, West Chester, PA, 19382
Get directionsRegulatory History (1)
Criminal
June 2003Other Business ActivitiesSells Insurance
Matthew is an investment advisor representative and provides financial planning services through Market Street Wealth Management, LLC. He also sells life insurance, long-term care, and fixed annuities through Market Street Insurance Services, LLC, The Estate Planning Center, LLC, and Flip The Field. Additionally, Matthew engages in public speaking, football coaching, and hosts a podcast.