Jessica  Bokhart

Jessica Bokhart

| CFP®

Market Street Wealth Management Advisors, LLC

(317) 860-1085

Contact Me

www.mswma.com

Fee-Only Financial Planner serving the Indianapolis, IN area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

3091 E 98th Street
Indianapolis, IN 46280

Jessica Bokhart is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jessica Bokhart is a CERTIFIED FINANCIAL PLANNER™ practitioner for Market Street Wealth Management Advisors, LLC.  Jessica develops and presents financial plans to our Clients, manages client relationships, as well as assists in the implementing and on-going monitoring of the financial plan recommendations.  Jessica also leads the firm’s education efforts for the employees of our 401 (k) plan consulting clients.  Jessica has been with Market Street Wealth Management Advisors since June 2006.

Jessica graduated from Purdue University in May of 2006 with a Bachelor of Science in Financial Counseling and Planning.  At Purdue, Jessica was selected by Purdue’s Financial Counseling and Planning department faculty as the “Most Outstanding Senior in Financial Counseling and Planning.” Also, during her Purdue career, Jessica competed in the Ameriprise Financial Planning Competition, served as the Purdue Collegiate Financial Planners Club President and Speakers Bureau Chair, and held the position of Treasurer in her Sorority, Sigma Alpha.  In the summer of 2005 Jessica held an internship with Quicken Loans in Detroit, Michigan.

Jessica served as the President of the Financial Planning Association of Greater Indiana in 2012.  Jessica also served as the Career Development Chair with the Financial Planning Association of Greater Indiana.  In this role she promoted Financial Planning as a career for students at Indiana colleges and universities as well as worked to enhance the career path for individuals within the financial services industry.  

Jessica resides in Crawfordsville with her husband Brent and their daughter Carli.  In her free time she enjoys spending time with family and friends as well as cycling, hiking, and boating.