Meet Our Advisory Team
Connect with one of our trusted Financial Advisors in the Indianapolis area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Indianapolis, IN advisory team if we can be of service.
Connect with Us
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.
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.
