Elser Financial Planning

Who We Are

Elser Financial Planning, Inc. is a fee-only financial planning and investment management firm founded by Susan Elser in 2007. We provide personalized, confidential financial planning and investment management services to individuals, trusts, estates, businesses, endowments, and charitable foundations. Our advice is always in our clients' best interests, as we are fiduciaries who are held to the highest standard of ethics and continuing education.

Our values are centered around putting our clients first, providing world-class service, offering personalized advice, delivering actionable communication, and being cost-conscious. We believe in building long-term relationships with our clients, and we are dedicated to helping them achieve their financial goals.

Who We Serve

At Elser Financial Planning, we serve a diverse range of clients, including individuals, families, trusts, estates, businesses, endowments, and charitable foundations. We understand that each client has unique financial needs and objectives, and we work closely with them to develop customized strategies that address their specific goals and concerns.

Our clients come from a variety of backgrounds and industries, and they share a common desire to build a secure financial future. We are proud to help our clients achieve their financial aspirations and provide them with the peace of mind that comes from knowing their financial affairs are being managed by experienced professionals.

Our Services

Our comprehensive wealth management services include:

• Financial Planning: Our experienced team of fee-only advisors provides detailed financial planning services that are customized to our clients' specific goals and needs. We analyze our clients' financial situation from all angles and develop a comprehensive, customized plan to help them achieve their financial goals.
• Investment Management: Our diligent investment guidance is designed to help our clients build a diversified investment portfolio based on their desired risk exposure. We specialize in building tax-efficient, globally diversified, low-cost portfolios for our clients, and we act as our clients' fiduciary in all investment decisions.
• Estate and Legacy Planning: We help our clients build a legacy for themselves and their families through strategic brainstorming and complex planning strategies. We also help our clients efficiently gift to charity with tax-efficient charitable gifting strategies.
• Comprehensive Wealth Management: Our comprehensive wealth management services provide our clients with a complete experience, including all of the services we offer. We unite the individual components of advice that we offer into a cohesive plan that addresses all of our clients' financial needs.

At Elser Financial Planning, we are dedicated to providing our clients with the highest level of service and expertise. Our team of experienced professionals is committed to helping our clients achieve their financial goals and build a secure financial future.

Our Process

We understand that wealth management can be intimidating for those who have never had a wealth advisor before. That's why we've outlined exactly what our process looks like and how we guide our clients through each step of the way.

Our process begins with a complimentary consultation, during which we learn about our clients' financial goals, needs, and concerns. We then develop a customized plan that is tailored to our clients' specific objectives. We work closely with our clients to implement their plan, and we provide ongoing support and guidance to help them stay on track.

Our Team

At Elser Financial Planning, we have assembled a team of experienced professionals who share a common commitment to excellence, integrity, and equality of service. Our team includes CERTIFIED FINANCIAL PLANNERS, a Chief Compliance Officer, and a Client Service Specialist.

Our team members are dedicated to providing the highest level of service and expertise to our clients. We believe in building long-term relationships with our clients, and we are committed to helping them achieve their financial goals.