Founder / Partner
Howard Morin co-founded Helium Advisors with partner Gary Russell in 2016. Howard has over 20 years of financial...
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Our Team
Founder / Partner
Gary Russell is the co-founder of Helium Advisors with partner Howard Morin. He previously served as Director of Wealth...
Chief Investment Officer
Cyrus leads our investment team and oversees risk management as well. He previously was the Chief Investment Officer for...
Client Service Associate
Stephanie Ridley joined Helium Advisors in 2019 as a Client Service Associate. She has 20 years of customer service...
Client Service Associate
Senior Advisor
JJ has over 15 years of experience in portfolio management, securities analysis, and corporate finance. As Managing...
We manage assets for individuals and families, providing investment management, and financial planning services.
Blog
