Financial Planners
in Indianapolis, Indiana

Based in the Indianapolis area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

8900 Keystone Crossing, Suite 610, Indianapolis, IN 46240

(317) 218-3848

Connect with Us

Connect with One of Our Trusted Financial Planners in Indianapolis, IN

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Meet Our Indianapolis Financial Planners & Advisors

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Basia Elmore

Manager, Operations

Basia is the Manager of Service and Operations for the Beacon Pointe Indianapolis office. With over 12 years of experience in the financial industry, her experience ranges from billing, training, and onboarding to operations, client service, research, and technology. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures while working closely with the client service and operations teams. In her free time, Basia enjoys spending time with her husband, cooking, reading, hiking, and exploring new travel destinations.

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.

Tom Behr, CFP®

Managing Director

Tom is a Managing Director in Beacon Pointe’s Indianapolis office. Tom is a CERTIFIED FINANCIAL PLANNER® (CFP®) and brings 30 years of experience in working with clients to help them achieve their investment, retirement, estate and charitable objectives. Tom is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to Beacon Pointe, Tom was the president of First Western Trust Bank in Northern Colorado where he spent the past 20 years building long-term, fiduciary-based relationships with clients.  His non-profit involvement includes serving on the Board of Trustees for the Community Foundation of Northern Colorado, participating in the Parish Finance & School Advisory Council for St. Joseph Catholic Church, and acting as a Trustee of Bas Bleu Theatre. Tom resides in Indianapolis with his wife and four sons. In his free time, Tom is looking forward to getting involved in the local community.

Meet Our Indianapolis Financial Planners & Advisors

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Basia Elmore

Manager, Operations

Basia is the Manager of Service and Operations for the Beacon Pointe Indianapolis office. With over 12 years of experience in the financial industry, her experience ranges from billing, training, and onboarding to operations, client service, research, and technology. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures while working closely with the client service and operations teams. In her free time, Basia enjoys spending time with her husband, cooking, reading, hiking, and exploring new travel destinations.

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.

Tom Behr, CFP®

Managing Director

Tom is a Managing Director in Beacon Pointe’s Indianapolis office. Tom is a CERTIFIED FINANCIAL PLANNER® (CFP®) and brings 30 years of experience in working with clients to help them achieve their investment, retirement, estate and charitable objectives. Tom is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to Beacon Pointe, Tom was the president of First Western Trust Bank in Northern Colorado where he spent the past 20 years building long-term, fiduciary-based relationships with clients.  His non-profit involvement includes serving on the Board of Trustees for the Community Foundation of Northern Colorado, participating in the Parish Finance & School Advisory Council for St. Joseph Catholic Church, and acting as a Trustee of Bas Bleu Theatre. Tom resides in Indianapolis with his wife and four sons. In his free time, Tom is looking forward to getting involved in the local community.

Meet Our Indianapolis Financial Planners & Advisors

Filter By

Basia Elmore

Manager, Operations

Basia is the Manager of Service and Operations for the Beacon Pointe Indianapolis office. With over 12 years of experience in the financial industry, her experience ranges from billing, training, and onboarding to operations, client service, research, and technology. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures while working closely with the client service and operations teams. In her free time, Basia enjoys spending time with her husband, cooking, reading, hiking, and exploring new travel destinations.

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.

Tom Behr, CFP®

Managing Director

Tom is a Managing Director in Beacon Pointe’s Indianapolis office. Tom is a CERTIFIED FINANCIAL PLANNER® (CFP®) and brings 30 years of experience in working with clients to help them achieve their investment, retirement, estate and charitable objectives. Tom is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to Beacon Pointe, Tom was the president of First Western Trust Bank in Northern Colorado where he spent the past 20 years building long-term, fiduciary-based relationships with clients.  His non-profit involvement includes serving on the Board of Trustees for the Community Foundation of Northern Colorado, participating in the Parish Finance & School Advisory Council for St. Joseph Catholic Church, and acting as a Trustee of Bas Bleu Theatre. Tom resides in Indianapolis with his wife and four sons. In his free time, Tom is looking forward to getting involved in the local community.

Connect with one of our trusted Financial Advisors in the Indianapolis area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Indianapolis, IN team if we can be of service.

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