Elser Financial Planning

Elser Financial Planning is a financial planner in Indianapolis, IN, offering fee-only comprehensive wealth management and retirement planning for individuals, trusts, estates, businesses, endowments, and charitable foundations. The firm provides detailed financial planning, investment management, estate and legacy planning, tax-efficient strategies, insurance review, and ongoing support through life changes. Clients receive customized, fiduciary-driven advice based on their goals, risk tolerance, and cash flow needs. The firm serves clients across central Indiana and maintains a 5.00 rating based on client reviews.

Elser Financial Planning operates as a fee-only advisory firm, meaning it does not sell annuities, insurance, or commission-based products. The firm’s advisors are certified financial planners (CFPs) and hold additional credentials such as CPWA, ChFC, CDFA, and APMA. The team emphasizes personalized service, proactive scenario analysis, disciplined portfolio rebalancing, and long-term relationship management. Clients receive independent trade confirmations and statements from a custodian, and the firm does not act as a custodian of client assets. All services are delivered with a fiduciary duty, ensuring advice is aligned with the client’s best interests.

The business is located at 8900 Keystone Crossing, Suite 450, in Indianapolis, IN. It sits on the north side of Keystone Crossing, about a tenth of a mile from the Keystone Crossing Pool and the BridgeCare ABA clinic, and approximately 0.1 miles from a nearby picnic area. It is also about 0.2 miles from North Keystone Avenue and 0.3 miles from East 86th Street, with Options Medical Weight Loss located about 0.4 miles away.

Elser Financial Planning is known for its client-focused approach, high service standards, and strong reputation built through personal referrals. The firm’s commitment to ethical standards, continuous education, and personalized planning has established it as a trusted advisor in the Indianapolis area. Its comprehensive, fiduciary-driven model stands out in a market where many advisors have conflicts of interest. The firm’s emphasis on transparency, customization, and long-term partnership reflects its standing as a leading financial planning service in Indianapolis.

Services:

• Comprehensive Wealth Management
• Detailed Financial Planning
• Estate and Legacy Planning
• Investment Management