Matthew Dean Dodge

Market Street Wealth Management

11 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Market Street Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,492 clients

Average Client Portfolio

$479K average

Assets Under Management

$714.9M

Fee Structure

Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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History

Regulatory History (1)

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Criminal

June 2003

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew is an investment advisor representative and provides financial planning services through Market Street Wealth Management, LLC. He also sells life insurance, long-term care, and fixed annuities through Market Street Insurance Services, LLC, The Estate Planning Center, LLC, and Flip The Field. Additionally, Matthew engages in public speaking, football coaching, and hosts a podcast.

Employment History

Current Registrations

Market Street Wealth Management

April 2015 - Present · 10 yrs 10 mos

Previous Registrations

USA Financial Securities Corporation

October 2014 - April 2015 · 6 mos

USA Financial Securities LLCBroker

September 2014 - October 2025 · 11 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.