Jared Defore
CFP®, CPA/PFS
Market Street Wealth Management Advisors
Senior Financial Planner
Jared Defore
CFP®, CPA/PFS
Market Street Wealth Management Advisors
Senior Financial Planner
Plain and simple, I love helping people. Whether I’m helping one of our clients solve a financial challenge or holding the door for a stranger at the grocery store, I love the simple reward of receiving a smile in return. - Jared Defore, CFP®, CPA/PFS
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Jared Defore is a Indianapolis, IN fee-only financial planner. Market Street Wealth Management Advisors, LLC provides comprehensive wealth management, investment management, and employee retirement plans to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jared Defore is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Even as a kid, Jared Defore basked in finding a great deal so he could save his money and see his piggy bank grow. Once he learned about the impact of compounding interest, he was hooked on finance. He took a tax course, joined an investment club, and read every article he could find on personal finance. His financial planning career was born.
Jared feels like he never has to “work” because he gets to spend every day helping people in a subject that he loves. He joined Market Street in 2014 after kicking off his career in the tax department of a large, national firm. He’s thrilled to be able to work with our dedicated team, applying his skills to help support our clients’ financial security.
Jared holds a B.S. in Accounting, Finance & Business Administration from Indiana State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA). Jared gives back by serving on the Young Professional Advisory Board for the Scott College of Business at Indiana State University. His favorite activities include a little bit of everything: home projects, planning family scavenger hunts, exploring, enjoying craft beers, canoeing down a river, or watching a sporting event. The list can go on and on. Mostly, he loves to share these experiences with friends, his beautiful wife, Jenna, and his two sons, Rex and Eli.
Your money is important. It’s the result of your blood, sweat, and tears. And it’s your foundation for tomorrow. To protect and preserve your assets, you need a personalized plan based on you. Your lifestyle. Your needs. Your goals for the future.
At Market Street, our dedicated and experienced team works with you to deliver simple solutions to even your most complex financial challenges. We roll up our sleeves, break down the numbers, and offer clear, simple recommendations to help build and strengthen your financial future. It’s that simple.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Sudden Money Situations
- Growing Families
- Novice Investors
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jared Defore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jared Defore is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Jared Defore is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Jared Defore
Office Locations:
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3105 East 98th Street
Suite 170
Indianapolis, IN 46280
