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...
Client Service Associate
Client Service Associate
Stephanie Ridley joined Helium Advisors in 2019 as a Client Service Associate. She has 20 years of customer service...
Financial Consultant/Associate
Morgan joined the Helium team as an intern while attending Washington State University (Go Cougs!) where she graduated M...
We manage assets for individuals and families, providing investment management, and financial planning services.
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