A complete list of active advisors currently associated with Helmsman Financial Group, LLC

Warmer can help you find a great advisor at Helmsman Financial Group, LLC or one who fits your needs even better.

Helmsman Financial Group, LLC provides portfolio management and financial planning primarily for individual clients and also serves trusts, estates, and other non‑individual entities. The firm offers portfolio analysis and four levels of portfolio investment management—two discretionary programs and two non‑discretionary programs—using mutual funds, ETFs, individual stocks and bonds. Helmsman’s investment approach is asset‑allocation driven with a value‑oriented, longer‑term emphasis on current income; investment selection relies on fundamental research, third‑party research, and proprietary tools. Client involvement varies by program: the Financial Stewardship and Fund Investment programs are managed on a discretionary basis, while the Portfolio Administrator and Investment Assistance programs require client approval before trades. Notable features in the brochure include an AUM mix that is primarily non‑discretionary (approximately $118.3 million non‑discretionary vs. $68.9 million discretionary of $187.2 million total), and an affiliation with a public accounting firm through a part‑owner, which the firm discloses as a potential referral conflict. The firm also retains limited discretionary authority in specific circumstances (for example, to sell securities to cover billed fees when a client’s cash balance is insufficient), and it operates multiple offices while managing a modest client base.

To learn more about the advisors currently working at Helmsman Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.