A complete list of active advisors currently associated with The Helix Financial Group

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

The firm provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, serving about 235 clients with roughly $107 million in assets under management. Offerings include portfolio management, retirement-plan/401(k) allocation services, hourly planning engagements, and assistance with college savings 529 plans. The firm uses a strategic asset-allocation framework with tactical allocation adjustments and global diversification, employing mutual funds, ETFs, equities, fixed income, options, and interests in partnerships as appropriate to client objectives. Notably, virtually all client assets are managed on a non-discretionary basis, so clients retain final decision authority over trades and transactions. The brochure discloses a prior FINRA consent order involving the firm’s president related to discretionary-authority recordkeeping, a disclosure event that is uncommon among peers. The firm also combines advisory services with licensed insurance activity and the use of an American Funds platform for 529s and small IRA/DRIP accounts — operational details that distinguish its service mix from many similarly sized advisors.

To learn more about the advisors currently working at The Helix Financial Group, 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.