WHO WE ARE

Elser Financial Planning, Inc. was founded by Susan Elser in 2007.

EFP provides personalized, confidential financial planning and investment management to individuals, trusts, estates, businesses, endowments, and charitable foundations. Advice is provided through consultation with our clients and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.

EFP does not act as a custodian of client assets, and clients always receive statements and trade confirmations from an independent custodian. We place trades for clients under a limited power of attorney. EFP is strictly a fee-only financial planning and investment management firm. We do not sell annuities or insurance or invest in any mutual funds or limited partnerships that pay a commission to the firm. We are not affiliated with entities that sell such financial products or securities.

As fiduciaries, we serve our clients’ best interests through our advice, planning, and investment management.

Our Values

You First

As fiduciaries, we keep your needs and goals our top priority. Our advisors are CERTIFIED FINANCIAL PLANNERS™, and are held to the highest standard of ethics and continuing education.

High Service

Our team of credentialed professionals focuses on providing world class service to our clients.

Personalized

We don't believe in cookie-cutter service: your plan is customized to your specific needs.

Actionable Advice

Instead of overloading you with excessive data, we're focused on providing clear and concise communication in an easy-to-follow format.

Cost Conscious

Our goal is to maximize your growth potential by minimizing expenses.

meet the team

EFP

Our Dedicated Professionals

Each and every member of our team serves a critical role in who we are as a company. We’ve chosen to partner with like-minded professionals who value excellence, integrity, and equality of service. We hope you’ll contact us to learn more about our team and how we may be able to help you reach your financial goals!