MarketShare Financial is an employee-owned and independently-operated firm founded in 1985. We’re able to provide independent, unbiased advice based on your individual goals and objectives because we don’t have sales minimums to meet our company-specific products to sell.
Smart Financial Advice With Service and Support
At MarketShare Financial, you receive unbiased financial advice and organized service and support from professionals whose purpose is to do well, not sell!
Your Interests Come First.
Trust and relationships are at the core of what we do. Goals and aspirations are our business. Big or small, we’ll help you plan for them all.
We work with you to develop and implement a financial plan customized to your distinct needs and goals.
We take the time to create a disciplined investment strategy designed to accomplish your financial objectives.
Former Employer Accounts
We have wide-ranging knowledge of qualified employer plans, including 401(k), 403(b), Simple and SEP IRA plans. We understand your financial options and will work with you to personalize an approach to help you take control.
We help you identify the areas that may put your livelihood and loved ones at financial risk and show you techniques to reduce the potential impact.
Whether you’re preparing for retirement, saving for college, or leaving a legacy, we can help you address your most pressing financial matters. We work with retirees, young families & companies across the country. Ask us how we may be able to help you work through all the stages of your life.