Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Indianapolis, IN
Beacon Pointe is an Indianapolis based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Indianapolis focuses on full service financial planning and research driven investments.
Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.
We look forward to connecting with you virtually or at our Indianapolis office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Indianapolis Financial Advisor Team
Helen Goldstein, CFP®
Partner, Managing Director
Helen Goldstein, CFP® has over 35 years of experience in the financial services industry, beginning her career in commercial lending and moving into money management before founding her own company. She graduated from Indiana University with a B.S. in Economics and Finance and holds the Certified Financial Planner™ (CFP®) designation. As a member of the prestigious Stanley K. Lacy Leadership Program early in her career, Helen was introduced to numerous community organizations and charities with whom she served in many capacities as a committee member, board member and President. As a volunteer consultant, Helen helped to establish and grow numerous community Endowment Funds and revised and revamped financial models for these organizations. In doing this work she fulfills a personal goal of helping better the lives of people through the creation of sustainable financial models for these important community agencies. Helen is also a member of Beacon Pointe’s Women’s Advisory Institute and is the founding member of the Indiana Women’s Presidents Organization and has been involved in the National Association of Women’s Business Owners (NAWBO) and the Financial Planning Association. She has served on the Board of her synagogue, was President of the Jewish Community Center of Indianapolis and has raised funds totaling in the millions for the JCC the Jewish Federation of Greater Indianapolis, among other organizations.
Kelly Sather
Senior Office Management Associate
Kelly is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Indianapolis office. Her responsibilities include client service, database organization, and general office management duties. With over 20 years in clients service and executive management roles, Kelly most recently served as an executive assistant at Goldstein Group (which merged with Beacon Pointe in 2022). Kelly graduated from with a bachelor’s degree in Business Management and Operations from Purdue University of Fort Wayne. Outside of the office, she enjoys spending time with her fiancé Chris and their English Bulldog Bella that they adopted last winter. Recently relocated to Indianapolis, she finds joy in the adventure of getting to know her new surroundings and exploring the city they now call home.
Stephanie Ashley
Associate Wealth Advisor
Stephanie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Stephanie began her career in Financial Services at Charles Schwab working with active traders and high net worth clients. Prior to joining Beacon Pointe Stephanie worked for Goldstein Group (which merged with Beacon Pointe in 2022). She graduated from Indiana University with a bachelor’s degree in Psychology and Neuroscience and Western Governors University with her MBA. Outside of the office, she enjoys spending time with her husband Zac and son Maverick. They will be welcoming their second child this fall. Stephanie and her husband enjoy traveling, attending concerts and professional sporting events but presently find most of their time is consumed by a rambunctious toddler.
Meet the Indianapolis Financial Advisor Team
Helen Goldstein, CFP®
Partner, Managing Director
Helen Goldstein, CFP® has over 35 years of experience in the financial services industry, beginning her career in commercial lending and moving into money management before founding her own company. She graduated from Indiana University with a B.S. in Economics and Finance and holds the Certified Financial Planner™ (CFP®) designation. As a member of the prestigious Stanley K. Lacy Leadership Program early in her career, Helen was introduced to numerous community organizations and charities with whom she served in many capacities as a committee member, board member and President. As a volunteer consultant, Helen helped to establish and grow numerous community Endowment Funds and revised and revamped financial models for these organizations. In doing this work she fulfills a personal goal of helping better the lives of people through the creation of sustainable financial models for these important community agencies. Helen is also a member of Beacon Pointe’s Women’s Advisory Institute and is the founding member of the Indiana Women’s Presidents Organization and has been involved in the National Association of Women’s Business Owners (NAWBO) and the Financial Planning Association. She has served on the Board of her synagogue, was President of the Jewish Community Center of Indianapolis and has raised funds totaling in the millions for the JCC the Jewish Federation of Greater Indianapolis, among other organizations.
Kelly Sather
Senior Office Management Associate
Kelly is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Indianapolis office. Her responsibilities include client service, database organization, and general office management duties. With over 20 years in clients service and executive management roles, Kelly most recently served as an executive assistant at Goldstein Group (which merged with Beacon Pointe in 2022). Kelly graduated from with a bachelor’s degree in Business Management and Operations from Purdue University of Fort Wayne. Outside of the office, she enjoys spending time with her fiancé Chris and their English Bulldog Bella that they adopted last winter. Recently relocated to Indianapolis, she finds joy in the adventure of getting to know her new surroundings and exploring the city they now call home.
Stephanie Ashley
Associate Wealth Advisor
Stephanie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Stephanie began her career in Financial Services at Charles Schwab working with active traders and high net worth clients. Prior to joining Beacon Pointe Stephanie worked for Goldstein Group (which merged with Beacon Pointe in 2022). She graduated from Indiana University with a bachelor’s degree in Psychology and Neuroscience and Western Governors University with her MBA. Outside of the office, she enjoys spending time with her husband Zac and son Maverick. They will be welcoming their second child this fall. Stephanie and her husband enjoy traveling, attending concerts and professional sporting events but presently find most of their time is consumed by a rambunctious toddler.
Meet the Indianapolis Financial Advisor Team
Helen Goldstein, CFP®
Partner, Managing Director
Helen Goldstein, CFP® has over 35 years of experience in the financial services industry, beginning her career in commercial lending and moving into money management before founding her own company. She graduated from Indiana University with a B.S. in Economics and Finance and holds the Certified Financial Planner™ (CFP®) designation. As a member of the prestigious Stanley K. Lacy Leadership Program early in her career, Helen was introduced to numerous community organizations and charities with whom she served in many capacities as a committee member, board member and President. As a volunteer consultant, Helen helped to establish and grow numerous community Endowment Funds and revised and revamped financial models for these organizations. In doing this work she fulfills a personal goal of helping better the lives of people through the creation of sustainable financial models for these important community agencies. Helen is also a member of Beacon Pointe’s Women’s Advisory Institute and is the founding member of the Indiana Women’s Presidents Organization and has been involved in the National Association of Women’s Business Owners (NAWBO) and the Financial Planning Association. She has served on the Board of her synagogue, was President of the Jewish Community Center of Indianapolis and has raised funds totaling in the millions for the JCC the Jewish Federation of Greater Indianapolis, among other organizations.
Kelly Sather
Senior Office Management Associate
Kelly is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Indianapolis office. Her responsibilities include client service, database organization, and general office management duties. With over 20 years in clients service and executive management roles, Kelly most recently served as an executive assistant at Goldstein Group (which merged with Beacon Pointe in 2022). Kelly graduated from with a bachelor’s degree in Business Management and Operations from Purdue University of Fort Wayne. Outside of the office, she enjoys spending time with her fiancé Chris and their English Bulldog Bella that they adopted last winter. Recently relocated to Indianapolis, she finds joy in the adventure of getting to know her new surroundings and exploring the city they now call home.
Stephanie Ashley
Associate Wealth Advisor
Stephanie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Stephanie began her career in Financial Services at Charles Schwab working with active traders and high net worth clients. Prior to joining Beacon Pointe Stephanie worked for Goldstein Group (which merged with Beacon Pointe in 2022). She graduated from Indiana University with a bachelor’s degree in Psychology and Neuroscience and Western Governors University with her MBA. Outside of the office, she enjoys spending time with her husband Zac and son Maverick. They will be welcoming their second child this fall. Stephanie and her husband enjoy traveling, attending concerts and professional sporting events but presently find most of their time is consumed by a rambunctious toddler.
Connect with one of our trusted Financial Advisors in Indianapolis, IN.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
