Our Qualifications

Helm Financial Group is a financial services firm that has developed a service model geared towards each client's needs. Founded in 2006, our firm is composed of an integrated group of multi-disciplinary professionals who take a team approach to help you achieve your financial goals.

We strive to provide holistic advice while upholding ethical standards in putting our clients first. We provide financial planning in order to help ensure the interests of our clients are the primary component of their financial plan. Additionally, we spend time during every plan to help our clients be educated on their options and understand each component before the plan is implemented. Furthermore, we continually monitor and adjust the plan based on the goals and objectives of the client.

Helm Financial Group prides itself on being a knowledgeable resource to individual and business clients.  By choosing us as your financial firm, you can be confident that you are being provided relevant and up to date information designed to help achieve your financial goals.

Brian Helm specializes in helping companies implement and review their retirement plans to meet the retirement goals of owners and employees.  He has earned the designations of Chartered Retirement Plans Specialist,  and Accredited Investment Fiduciary.

Image result for aif designation

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.