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)