Aaron Stern joined Market Street Wealth Management in April of 2022. He brings over 20 years of experience at Vanguard to the team at MSWM. Aaron has a passion for financial advice, including investing, spending, and taxes. He loves to plan and tinker to create more opportunities to help his clients with their financial goals.
Aaron has a master’s degree in Business Management and an Undergraduate degree in Public Service both from Penn State University. He also has obtained his CERTIFIED FINANCIAL PLANNER™ certification.
On a personal note, Aaron serves as a Deacon and member of the Financial Advisory Committee at Windsor Baptist Church in Downingtown where he resides with his wife, Sally, their children Matthew and Abigail, and their Tibetan Terrier. Aaron loves the outdoors, going to the beach, or biking on the Struble trail. He loves to watch trains with his son and has shared many similar memories with his dad.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: AZ;CA;CO;CT;DE;FL;MD;NC;NJ;PA;SC;TX;VA, Andy Thrift: DE;FL;PA;NC;NH;NJ, Matt Eichert: AZ;CA;CO;DE;FL;GA;MD;MI;NJ;NY;PA, Matt Dodge: NC;PA;VA, Jeff Leppert: AZ;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, Mark Meloro: DE;FL;IN;NC;NJ;PA, Troy Vogt: DE;FL;MD;NC;NJ;PA, Aaron Stern: AZ;CA;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, and Richard Elias: PA. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.