Elser Financial Planning, Inc.
Overview
Elser Financial Planning, Inc. is a fee-only financial advisory firm based in Indianapolis, Indiana, offering comprehensive wealth management services. The firm provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. Their services include financial planning, investment management, estate planning, and tax planning, all tailored to meet the unique needs of each client. The firm's investment approach focuses on building tax-efficient, globally diversified portfolios that align with clients' risk tolerance and financial goals. They specialize in low-cost, passive investment strategies and offer disciplined portfolio rebalancing to ensure optimal asset allocation. Elser Financial Planning, Inc. also emphasizes proactive scenario analysis to help clients navigate various financial situations and make informed decisions. With a team of experienced financial planners, the firm has established a strong track record in assisting clients at every stage of life, from estate planning to adapting financial plans in response to unexpected changes. Their commitment to acting as fiduciaries ensures that clients' best interests are always the top priority, fostering long-term relationships built on trust and transparency.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Elser Financial Planning, Inc. directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Elser Financial Planning, Inc.
What sectors does Elser Financial Planning, Inc. invest in?
Elser Financial Planning, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Indianapolis, Indiana, United States. Elser Financial Planning, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Elser Financial Planning, Inc. invest at?
Elser Financial Planning, Inc. backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 50M.
Which regions does Elser Financial Planning, Inc. invest in?
Elser Financial Planning, Inc. invests across United States.
Who are the partners at Elser Financial Planning, Inc.?
Team members listed for Elser Financial Planning, Inc. include Susan Elser (President) and Zachary Giles (Wealth Advisor and Partner).
What companies has Elser Financial Planning, Inc. invested in?
Elser Financial Planning, Inc.'s portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact Elser Financial Planning, Inc.?
Elser Financial Planning, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
