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About Helm Financial Advisors, LLC…Taking the Worry Out of Your Financial Future Is My Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Hello, I'm Mark Helm.

I am the founder and principal of Helm Financial Advisors, LLC. I am a Certified Financial Planner™ (CFP®), hold a Bachelors Degree in Economics from the University of Minnesota and a Masters Degree in International Affairs from American University. In addition, I have earned the Enrolled Agent (EA) designation from the U.S. Treasury Department, which allows me to represent clients before the Internal Revenue Service, a privilege reserved only for EAs, tax attorneys and CPAs.

I opened my financial planning practice in 2003 and specialize in working with families, retirees, and small business owners.

I am a member of the Alliance of Cambridge Advisors, a non-profit organization and network of fee-only financial advisors. Members of the Alliance of Cambridge Advisors are committed to unbiased and comprehensive financial planning for individuals, couples and families. I take great pride in helping clients identify their goals and determine what steps to take with their finances to help bring their dreams closer to reality.

Other professional organizations include NAPFA (National Association of Professional Financial Advisors) and NATP (National Association of Tax Practitioners).

When you work with us, you can expect:

  • Straight talk. I don’t sell any financial products nor do I receive any commissions. As a fee-only financial advisor, my only compensation is what you pay for my professional advice. My  complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me often as is necessary to help you accomplish your financial goals.
  • Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
  • The highest professional standards. I am committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact me to learn more about the financial strategies that will help you achieve your goals.

 

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DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Copyright © Alliance of Cambridge Advisors, Inc.  All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent from Alliance of Cambridge Advisors, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  


Mark Helm, CFP®, EA
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Alliance of Cambridge Advisors

712 W. Broad Street, Suite #7
Falls Church, VA 22046
Phone: 703-501-8531
Fax: 703-485-0265