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Elser Financial Planning, Inc.
ELSER FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in INDIANAPOLIS, IN, registered since 2015. The firm manages $2.1 billion in assets,...
Overview
ELSER FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in INDIANAPOLIS, IN, registered since 2015. The firm manages $2.1 billion in assets, with $1.1 billion managed on a discretionary basis. It employs 15 staff and 10 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
Scottsdale, AZ, United States
Principals
Elser Family
Founding Family
Sector focus
Frequently asked questions
Who runs investment decisions at Elser Financial Planning?
Investment decisions are led by the founding Elser family, though specific named principals are not publicly disclosed. The firm operates as an RIA with a team of financial advisors who manage client portfolios.
How does Elser Financial Planning source proprietary deal flow?
The firm primarily relies on open-architecture platform relationships with external asset managers and custodians rather than proprietary deal sourcing. Client investment strategies are customized based on individual goals and risk preferences.
What investment stages does Elser Financial Planning typically target?
Elser Financial Planning focuses on traditional asset classes across growth and income stages, with no public emphasis on early-stage venture or private equity. The firm's approach is oriented toward long-term wealth preservation and financial planning goals.
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