Financial Advisor

President Susan Elser, CFP®

In addition to overseeing client service, Susan provides counsel to our advisors when needed. Susan has been a CERTIFIED FINANCIAL PLANNER™ since 2001. Since founding Elser Financial Planning in 2007, Susan has found many ways to give back to her community, including serving on boards of the Indianapolis Children’s Museum and the Museum’s Planned Giving Council, the Estate Planning Council of Indianapolis, and has served as a Chairperson for the Midwest Region of the National Association of Personal Financial Advisors and on the Professional Advisor Leadership Council of CICF.

Susan and her husband Brian live in Indianapolis, and have two adult sons.

more about Susan
  • College of Financial Planning (CERTIFIED FINANCIAL PLANNER™ certificant, 2000)
  • Indiana University (B.A. Economics, 1985)
  • President and Wealth Advisor – Elser Financial Planning, Inc. (2007-present)
  • Independent Fee-only Financial Planner (2004 – 2006)
  • Senior Client Service Manager and Financial Plan Writer with Oxford Financial Group (2000 – 2004)
  • Supervising Broker at a national brokerage firm (1996 – 2000)
  • Indianapolis Children’s Museum (Board Member 2016-2018)
  • National Association of Personal Financial Advisors (Past Chairperson Midwest Region)
  • Central Indiana Community Foundation (Professional Advisor Cornerstone Council, Past Member)
  • Estate Planning Council of Indianapolis (President 2015)
  • 11 years of recognition as a “5-Star Wealth Manager” by Five Star Professionals
Our Team is What Makes Us Different . . .

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!

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Financial Advisor