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

Meet the Indianapolis Financial Advisor Team

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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.

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.

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.

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.

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