8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Fee-only, comprehensive financial planning based in Indianapolis, Indiana.

317-731-5615 |  info@elserfp.com

8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Derek Hamilton, CFP®, JD

Derek brings extensive experience helping professionals, business owners, corporate executives and other high net worth individuals and families navigate the challenges and opportunities presented by wealth. A particular focus is navigating the financial challenges posed by major life transitions like divorce, the sale of a business or the death of a loved one. His objective is to help clients attain their lifestyle, legacy and family goals pre- and post-retirement through comprehensive planning, while simplifying complex issues and providing actionable advice.

Education

  • Stanford Law School (JD, 2003)
  • Ball State University (BA, 1998)
  • CERTIFIED FINANCIAL PLANNER™ certificant (2013)

Experience

  • Financial Planner with Elser Financial Planning, Inc (2014 – present)
  • Vice President and Senior Wealth Planner with PNC Wealth Management (2012-2014)
  • Attorney with Bingham Greenebaum Doll LLP in Indianapolis (2007-2012)
  • Attorney with Baker & Daniels, LLP in Indianapolis, IN (2005-2007)
  • Attorney with McDermott Will & Emery LLP in Chicago (2003-2005)

Appointments/Memberships

  • National Association of Personal Financial Advisors (Member since 2015)
  • Stanford Club of Indiana (President 2015)
  • WFYI Planned Giving Task Force
  • Indianapolis Bar Association Tax Section Executive Committee
  • Central Indiana Community Foundation Cornerstone Council
  • Central Indiana Association of Collaborative Professionals

derek@elserfp.com
317-986-4498

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