The company:
Keystone Financial Advisory, LLC was founded in 2013 by Elwyn Hopkins with the belief that people could be empowered to make sound financial decisions based on their individual circumstances through the services of a trusted advisor working in their best interests. Such an advisor works solely for them and not through a third party. This approach helps eliminate potential conflicts of interest that exist in most client – advisor relationships today.
We believe that providing financial advice should be totally transparent and is best provided in a fee only arrangement between the client and advisor. This means that the client is charged an hourly fee* for the work performed.

*When appropriate I may refer you to an unaffiliated manager who may charge an asset management fee based on a percentage of assets.

How we work:
Your initial meeting with us is a complementary get acquainted session. At that time the scope of the work needed will be determined. Next, an estimate of the costs and an engagement letter is presented. We then gather data about your situation, analyze the data and formulate a plan. We assist in plan implementation as much or as little as you want.

The work we do can be as flexible as possible to meet your needs. For example you may want to take a modular approach to a complete financial plan and review one area at a time. Or you may have a single question about one area – like investment planning – that you want addressed.
Our schedule is based on you, not our office hours or our office location. If you need us to meet at your office or home, in the evening or on a weekend, that can be arranged.

Owner Biography:
photo-elwynElwyn Hopkins has been a financial advisor since 1989. He focuses on the development, implementation and monitoring of financial strategies for individuals, families and businesses.

He offers a solutions based approach by providing customized strategies designed to meet the needs of his clients. His objective is to exceed client’s expectations and help solve financial issues through planning. He provides a comprehensive view of important financial areas as pre-retirement planning and post-retirement planning, estate preservation, wealth transfer and financial planning. He has specialized his expertise on pre and post retirement planning and money management.

Elwyn has been a fully licensed financial advisor since 1989. He was previously associated with the company that has become Ameriprise Financial Advisors as a Financial Advisor Franchisee and as a Financial Advisor with PNC Investments, LLC.

He earned a Bachelor’s degree in History from Wake Forest University and a Master’s Degree in Public Administration from Golden Gate University. He has also received his Chartered Financial Consultant (ChFC) designation from the American College. Elwyn resides in Carmel, Indiana with his wife, Rae.