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

210
Founder / Partner

Howard Morin co-founded Helium Advisors with partner Gary Russell in 2016. Howard has over 20 years of financial...

192-CoryParrisPhotography_0
Founder / Partner

Gary Russell is the co-founder of Helium Advisors with partner Howard Morin. He previously served as Director of Wealth...

Cathie Arthurs
Financial Advisor

Cathie Arthurs joined Helium Advisors in January 2021. She brings more than 20 years of financial services experience...

Associate

Nico Hunt joined Helium Advisors in 2019 as an Associate supporting the local Scottsdale office. With experience in the...

SR LinkedIn_0
Client Service Associate

Stephanie Ridley joined Helium Advisors in 2019 as a Client Service Associate. She has 20 years of customer service...

We manage assets for individuals and families, providing investment management, and financial planning services.

Blog