About Us

Meet the team.

  • President

    Ronald J. Rich, CFP®

  • Principal

    Thomas M. Steinmetz, CPA®, CFP®

  • Administrator

    Teresa L. Barthuly

  • Financial Advisor

    Jacob C. Rich

Ronald J. Rich, CFP®


Ron earned his B.S in accounting from Indiana University. His career in public accounting began in 1980, followed by four years working as a controller and then treasurer of a public company. Since 1987, Ron has been working in the financial services profession, and he became a fee-only advisor in 1993. Over the course of his career, Ron has earned and held the following titles and designations: Certified Public Accountant (CPA®), Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®). He and his wife Judy are lifetime residents of central Indiana and have three children and one grandchild.

Thomas M. Steinmetz, CPA®, CFP®


Tom was a founding partner of Capstone Wealth Advisors in 2002, assisting Ron with the set up, organization and implementation of the firm’s original business plan. He became a full-time advisor and principal of the firm in 2007.

Tom has long had a passion for finances and financial planning and brings a wealth of financial acumen and business expertise to the team. After earning a B.S. in accounting from Indiana University in 1980, Tom worked in public accounting for eight years, working primarily with small to midsized businesses and their owners. For the next nineteen years, Tom enjoyed a successful career in medical practice management where he worked with several of the most prominent physicians and physician practices in the Indianapolis area. Tom and his wife, Debbie, reside in Indianapolis and are the proud parents of three children and four grandchildren.

Teresa L. Barthuly


Teresa joined Capstone Wealth Advisors in 2008 after a successful career in sales and marketing at ALCOA and General Medical Corporation. In her role as our administrator, she is responsible for managing the group’s day-to-day operations, including vital activities such as marketing and client relations, overseeing compliance and custodian relationships, managing accounts and investment transactions for our clients, and ensuring timely client communication via our quarterly newsletter and other vehicles.

Since 2004, Teresa has developed and taught children’s courses in cooking and manners. Teresa also enjoys teaching Sunday school, tutoring, mentoring, running, reading, skiing, and other activities with her family. She resides in Carmel, IN, with her husband Matt and they have three wonderful children.

Jacob C. Rich

Financial Advisor


Jacob joined Capstone at the beginning of 2020 and is dedicated to serving his clients by putting their best interest first as an independent fee only financial advisor.

Jacob earned his B.S in Kinesiology from Indiana University in 2011. While at IU he competed collegiately in both cross country and track and field, earning Academic All-Big Ten every season. Jacob worked successfully in sales and management positions in various industries since graduating and then joined Merrill Lynch as a financial advisor in 2017.  There he discovered his passion was helping others manage their personal finances. Jacob is currently enrolled in the Certified Financial Planner (CFP®) course and is working towards his certification.

In his spare time, Jacob is a volunteer coach for cross country at Brebeuf Jesuit Preparatory School, enjoys golfing and is an avid runner.  He and his wife, Heather, are lifetime residents of central Indiana, currently residing in Carmel, and have one fun-loving Dachshund named Molly.

Our goal: to be the last advisor you ever hire

At Capstone Wealth Advisors, we do things a little differently. Maybe it’s because we’re Midwesterners, or because we love solving challenging financial puzzles, or because we honestly care about our clients and their families. Whatever the reasons, our approach, combined with the knowledge, insight, and customized service we provide, has enabled us to maintain a client retention rate that is the envy of our peers. We take great pride in the trusted relationships we’ve nurtured with our clients over the years, and our experienced team is dedicated to providing objective financial advice to help you achieve your life and wealth goals.

Capstone was founded in 2002 with the belief that clients are best served when the advisor is not driven by sales quotas or commissions. Our growth and the success of our clients in achieving their life goals has validated this conviction. Our experienced team of Wealth Advisors each hold the Certified Financial Planner™ (CFP®) designation as well as advanced degrees in Financial Planning and Wealth Management and the Certified Public Accountant (CPA®) designation. We are proud members of the Financial Planning Association (FPA), the American Institute of CPAs (AICPA®), and the Indiana CPA® Society (INCPAS). And while credentials and professional affiliations don’t tell the whole story, they do give us valuable training, insights, and support of national networks to tackle financial challenges and leverage opportunities with a focus on long-term investment and financial planning as well as tax planning and mitigation.

It’s why our clients stay with us year after year, and generation after generation. And it’s why we may very well be the last advisor you ever hire.

Introduction to Capstone

Capstone Wealth Advisors
5875 Castle Creek Parkway, Suite 290
Indianapolis, IN 46250

t) 866.794.8066
p) 317.577.8233
f) 317.577.8234



Sign Up

Sign up for our informative weekly e-Newsletter