Kevin Ervin
CFP®, CPA
Market Street Wealth Management Advisors
Managing Partner
Kevin Ervin
CFP®, CPA
Market Street Wealth Management Advisors
Managing Partner
We are focused 100% on our clients, and every member of our team is genuinely concerned about each client’s wellbeing. We work as a single, client-centered team—not a collection of individual advisors with individual ‘books of business.’ I love the difference that makes in our relationships and the financial outcomes we’re able to deliver. - Kevin Ervin, CFP®, CPA
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
Kevin Ervin 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, Kevin Ervin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
The founder of Market Street Wealth Management Advisors, Kevin Ervin’s personal philosophies about client service, mutual commitment, and collaboration drive how we act, how we work, and how we deliver.
Kevin founded Market Street Wealth Management Advisors to gain the freedom to achieve his own mission of helping hard-working people realize their goals by simplifying complex financial topics and helping them make better, long-term decisions about money.
As the business grew, Kevin committed to another personal goal: to mentor young professionals in the industry. In 2006, he began actively recruiting a team of smart, enthusiastic advisors. By 2016, the team had grown to include a dozen dedicated professionals, each committed to fulfilling Kevin’s vision for client success.
Kevin holds a B.S. in Accounting from Ball State University, and an MBA from Indiana University. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA), he focuses on developing tax-efficient strategies to support each client’s financial and investment plans.
When not working with clients, Kevin volunteers on a variety of committees at Ball State University and Woodland Country Club. He loves playing golf and watching greater athletes than himself “do their thing.”
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
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kevin Ervin is a NAPFA-Registered Financial AdvisorThe 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.
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Kevin Ervin 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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Kevin Ervin is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Kevin Ervin 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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Kevin Ervin is Mentioned on CNBC: "Forward-looking advisory firms groom young successors early on"
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Kevin Ervin is a Guest on The Joy Powered Workspace Podcast: "What HR People Need to Know About Retirement Plans"
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Kevin Ervin Contributes to Iris: "A Perspective on That Lump of Coal Investors Found in Their Christmas Stocking"
Contact Kevin Ervin
Office Locations:
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3105 East 98th Street
Suite 170
Indianapolis, IN 46280
