What We Do

At Market Square Advisors, we Seek First to Understand. We do this by using a consultative process to learn your visions and objectives. This process provides us the insight needed to design, monitor, and maintain a customized financial strategy that aligns with your goals.

At Market Square Advisors, our goal is to be your partner for all of your financial needs. We serve individuals and businesses in all areas of financial planning, including:

By determining your asset allocation* needs, we can help you understand your risk tolerance and specific investment goals. Once we've accomplish that, we'll recommend the appropriate combination of investment vehicles with an aim to help you pursue and exceed your goals.

We'll help you make the most of your employer-sponsored retirement plans and IRAs. We will work with you to determine how much you likely need to retire comfortably, and then manage your assets before and during retirement. We will work with you to create a distribution plan that helps provide the retirement lifestyle you desire.

Our Insurance Audit program is designed to ensure that our clients have the most appropriate plans at a competitive cost. As with all of our services, the result of the audit will be an independent, objective evaluation of your goals and current situation.

A majority of business owners have most of their net worth tied up in the company they have built.  The complexity of selling and eventually exiting your business is extremely challenging.  We use a process designed to address the many challenges you as the owner will face personally, and financially.  The process requires working collaboratively with you the owner, your family,  your management team and your team of trusted advisors to achieve better outcomes.

We can recommend investment and accumulation strategies to help you pay for your children's or grandchildren's education.

Our advisors work with you to design, review, monitor, adjust and implement your employee benefits program.    

We will review your wills and trusts with the goal of preserving your estate for your intended heirs. We can help with beneficiary designations and minimize your exposure to estate taxes and probate costs. We are happy to coordinate with your current tax and legal advisors to come up with a cohesive plan for your legacy.

*Asset allocation does not ensure a profit or protect against a loss