Jessica Bokhart

CFP®

Market Street Wealth Management Advisors, LLC

Partner | Senior Financial Planner

Contact Me

Jessica Bokhart

CFP®

Market Street Wealth Management Advisors, LLC

Partner | Senior Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jessica Bokhart, CFP®

Contact Me

317-552-0505

Website

Fee-Only financial planner with offices in Crawfordsville, IN, and Indianapolis, IN, serving clients locally and across the country

Jessica Bokhart 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, Jessica Bokhart is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

As a child who grew up watching the people around her struggle with their finances, it’s no wonder Jessica Bokhart was drawn to the financial planning profession. After excelling in Accounting in her senior year of high school, a career counselor urged her to apply her love of numbers, her aptitude for solving problems, and her desire to help people into a career in Financial Planning. She couldn’t be happier with that advice.

The firm’s first employee, Jessica joined Kevin at Market Street in 2006. It was her very first position after graduating from Purdue University’s Financial Planning and Counseling Program. Jessica is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a NAPFA Registered Financial Advisor.

In addition to taking time to personally care for each of her clients, Jessica is very involved in the community. She currently serves as President for the Montgomery County Community Foundation where she serves on the Investment Committee, and as a Steering Committee Member of the Montgomery County Women’s Legacy Fund. For the Lew Wallace Preservation Society, she is a Member of the Board of Directors, and Co-Chair of the Taste of Montgomery County annual event.

In her free time, she enjoys attending community events, trying new restaurants, and chasing around her children.

Jessica Bokhart is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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
  • Retirement Income Planning
  • Tax Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jessica Bokhart

317-552-0505

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Office Locations:

  • 3091 E 98th St
    Suite 160
    Indianapolis, IN 46280
  • 120 S Green Street
    Crawfordsville, IN 47933

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