Jonathan Herndon

CFP®

Elser Financial Planning

Financial Advisor

Jonathan Herndon

CFP®

Elser Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan Herndon, CFP®

(317) 731-5615

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country

Meet Jonathan Herndon

Jonathan Herndon is a fee-only financial advisor at Elser Financial Planning, located in Indianapolis, IN.  Jon works with retirees and those in the wealth accumulation phase. He 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. Jon assists clients with investment management, and provides financial planning on a project or hourly fee basis. 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)

Employment History

  • Certified 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)

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jonathan Herndon is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jonathan Herndon

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Office Locations:

  • 8900 Keystone Crossing
    Suite 105
    Indianapolis, IN 46240

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