# Elser Financial Planning, Inc.

Elser Financial Planning, Inc. is a Multi Family Office based in Indianapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** elserfinancialplanning.com

## Regulatory record

- **CRD number:** 143311
- **SEC file number:** 801-80871
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143311

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Multi-Family Office

## People

- Elser Family — Founding Family

## 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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Last updated: 2026-07-06T01:24:15.921Z

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