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

Jonathan Herndon, CFP®

Jon builds a relationship with each of his clients to understand their personal concerns and goals, and to determine the best approach to help them achieve their goals. He provides financial planning at a rate of $150/hour in any of the following areas: budgeting, retirement saving, employee benefit selection, education funding, charitable giving, tax planning, life insurance needs and investment portfolio review.

Education

Olivet Nazarene University (B.S. Economics and Finance, CFP® Concentration, Magna Cum Laude, 2015)

CERTIFIED FINANCIAL PLANNER™ certificant (2017)

Employment History

  • Financial Planner, Elser Financial Planning, Inc. (2015 – present)
  • Associated Student Council VP for Finance, Olivet Nazarene University (2014 – 2015)
  • Financial Planning and Analysis, Stanley Black & Decker, Inc. (2014)

Appointments/Memberships

  • National Association of Personal Financial Advisors (Member since 2018)
  • Financial Planning Association (Member since 2018)

jon@elserfp.com

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