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Joshua H
Series 63, Series 65
Zionsville, IN
Vanderbilt Advisory Services
Joshua Helvie is a financial advisor with Vanderbilt Advisory Services in Zionsville, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at LPL Financial for 18 years before joining Vanderbilt in 2026. He also operates a business under the name Helvie Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
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