A Boutique Advisory Firm Built for Complexity

Helium Advisors is an independent, SEC-registered investment advisory firm serving clients nationwide. We work especially well with business owners, corporate executives, and families whose financial lives require more than a standard investment account, clients navigating equity compensation, business transitions, concentrated risk, estate planning, and the ongoing coordination those decisions require.

Our Perspective

Many financial decisions look separate on the surface but are deeply connected underneath. A concentrated stock position affects diversification and taxes. A business transition affects retirement, estate planning, and family cash flow. A charitable strategy can influence both legacy goals and tax outcomes. Our role is to help clients make decisions in a coordinated way so the full plan works better together.

Advice Coordination

At the center of our approach is what we call Advice Coordination, a planning process that integrates wealth management, financial planning, and tax-aware strategy rather than treating them as separate services. Where appropriate, we work alongside clients' CPAs, estate attorneys, and other advisors to ensure every recommendation reflects the full picture.

What Our Clients Value

  • Clear guidance through complex decisions
  • Tax-aware planning integrated with investment strategy
  • A disciplined, fiduciary mindset
  • Personal attention from an experienced boutique firm
  • Practical coordination across the broader advisory team

Who We Serve Best

Our work is particularly valuable when financial complexity is high:

  • Business owners building toward succession or eventual sale
  • Corporate executives with equity compensation and concentrated stock
  • Families coordinating wealth, tax planning, and multigenerational goals
  • Clients focused on legacy, charitable giving, and thoughtful wealth transfer

With offices in Vancouver, Washington; Scottsdale, Arizona; and Atlanta, Georgia, we are dedicated and committed to always doing what's right for clients and the communities we serve.