Kelli Ellison
CFP®, EA, MBA, MSA
Panoramic Financial Planning
Owner, Financial Planner
Kelli Ellison
CFP®, EA, MBA, MSA
Panoramic Financial Planning
Owner, Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kelli Ellison, CFP®, EA, MBA, MSA
Fee-Only financial planner serving Carmel, Indiana and the greater Indianapolis Area. In-person and virtual appointments are available for clients locally and across the country.
Kelli Ellison is a Carmel IN fee-only financial planner serving the entire Indianapolis, IN area and clients across the country. Panoramic Financial Planning provides comprehensive financial planning, investment management, and tax preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kelli Ellison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kelli Ellison, President of Panoramic Financial Planning, is a fee only financial planner in Carmel, Indiana. She created Panoramic Financial Planning because of her passion for helping everyday people achieve their personal and financial goals. Kelli takes great pride in providing independent, holistic, unbiased financial advice customized for unique individuals and families like yours.
Kelli has traveled a unique path on her journey to becoming a fee only financial planner. She began her career as an engineer. Her early career experiences and advanced education led her to assignments in corporate financial planning and information technology. Through it all, her true passion was always financial planning. Upon completion of her Certified Financial Planner ™ education and examination requirements, she served as a Wealth Advisor for an Indianapolis fee only wealth management firm.
Kelli is a proud alumni of three Big Ten universities. She completed her undergraduate work at Purdue University with a degree in Mechanical Engineering, earned a Master of Management (MBA) from the Northwestern University Kellogg Graduate School of Management, and a Master of Science in Accounting (MSA) from the Indiana University Kelley School of Business.
Kelli earned a Graduate Certificate from the Northwestern University Certified Financial Planner ™ Certification Education Program and holds the Certified Financial Planner ™ designation. Kelli is a member of the National Association of Professional Financial Advisors (NAPFA), the XY Planning Network (XYPN), and the National Association of Tax Professionals (NATP).
Kelli Ellison is a Member of the National Association of Personal Financial Advisors
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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
What's Your Financial Vision?
Whether you are beginning your first job, starting a new family, planning for your children's education, or preparing for retirement, we will be there to help you develop your complete financial picture.
Whatever your current situation, worrying about finances impacts your life and relationship. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Fee Only Financial Planning Serving Carmel, Indiana and the Greater Indianapolis Area
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning & Preparation
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kelli Ellison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kelli Ellison is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Kelli Ellison is a NAPFA-Registered Financial AdvisorThe 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.
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Kelli Ellison is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Kelli Ellison
Office Locations:
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By Appointment
Carmel, IN 46032
