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.

Contact Information

info@beaconpointe.com
(317) 218-3848

8900 Keystone Crossing, Suite 610
Indianapolis, IN 46240

Meet the Indianapolis Financial Advisor Team

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.

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

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.

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

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.

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.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

To give you the best experience, this site may use cookies. By continuing to use this site without changing your browser settings, you consent to our use of cookies. Learn more here.
Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Privacy Policy
You have read and agreed to our privacy policy
Required
Loading...