Emily Begeman
Financial Advisor
CFP®
Emily Begeman is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Indianapolis, Indiana, office. With a decade of financial industry experience, she serves a wide range of clients with diverse investing needs. She helps new investors gain confidence, educates clients on portfolio performance, and supports individuals preparing for or transitioning into retirement. Emily also works closely with high-net-worth clients to navigate complex investment strategies, adjusts portfolios in response to life events, and ensures allocations stay aligned with long-term goals.
Prior to Allworth, Emily was a Vice President—Client Solutions for Sheaff Brock Investment Advisors, which merged with Allworth in 2025. She also previously worked at Charles Schwab as a Derivatives Trading Specialist and Senior Wealth Advisor. A graduate of Indiana University with two bachelor’s degrees in Linguistics and Philosophy, Emily also holds a master’s degree in Bioethics.
Emily currently lives in Zionsville with her husband and three kids. In her spare time, she spends time gardening, going to festivals, and hiking with her family. She also enjoys playing board games and reading.
I take a goal-based approach to investing, ensuring that each client’s portfolio is thoughtfully aligned with their specific objectives—whether those involve retirement, spending, or estate planning. To provide the most effective guidance, I begin by gaining a clear understanding of my clients’ goals, which allows us to make consistent, informed decisions together over time.
Throughout this process, my clients can expect honest, transparent advice at every stage of the relationship. I believe that strong financial outcomes are built on trust, and I’m committed to being a dependable partner in helping my clients navigate their financial journeys.
What drives my work is seeing clients enjoy the lifestyle they’ve worked so hard to build. Whether it’s a long-awaited vacation, a new grandchild, or a home renovation, I truly enjoy hearing about the milestones and moments that matter most to them.
I’m also passionate about helping clients better understand the financial landscape. From markets and economies to taxes and estate planning, I believe knowledge empowers better decisions. My goal is to help clients feel confident navigating the complexities of wealth so they can make the most of every stage of life.
You can only win the game if you know the rules, so I am here to help my clients navigate through all the complexities of markets, economies, tax planning, estate planning, and more.
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