You have dreams and goals for your life. Together we will chart the most secure path to achieve them.

Planning with confidence

Worrying about finances impacts your life and relationships. That is where Helm can help. As your trusted advisor, we 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.

Helm’s holistic financial planning focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes influence the financial decisions you make, and makes adjustments as your circumstances change. We are committed to your success.

Holly Colvin, CFA, CFP®
Founder & owner of Helm

We are independent & fee-only

Helm Financial Planning is a Registered Investment Advisor committed to providing independent, fee-only financial planning and investment management service. You will receive objective, unbiased professional advice that always puts your needs first. We work for the sole benefit of clients and put client interests before our own.

We are client centered

We listen closely to what you want and what’s important to you, then we guide you through all the options for achieving your goals. It is easy to be overwhelmed by the huge amount of financial information and products available. We help you make sense of it so you can make educated choices. Helm is committed to the highest standards of practice and is held accountable by our professional affiliations to continually enhance our skills and credentials through continuing education. When necessary, Helm works closely with your other advisors (CPAs, Attorneys, etc) to implement your financial plan.

We provide

Personalized attention

We know you and we treat you like the individual you are. We develop a unique strategy based on your needs and act as a single point of contact for every aspect of your financial life.

Financial education

We help you gain confidence by teaching you about financial concepts that affect your life. We want you to be an educated consumer and be empowered about your financial decisions.

Highest professional standards

Helm acts as a fiduciary to clients, which means we work for the sole benefit and interests of clients and always put their interests before our own.

We are not

We are not one-size-fits-all planners. We don’t sell insurance, mutual funds, or any other financial products, nor do we take commissions or referral fees from other professionals. Instead, we believe in the uniqueness of every client, and spend time building long term relationships. Helm believes that communication and transparency are the foundation of its relationship with Clients and will continually strive to provide its Clients with complete and accurate information at all times.

Contact Us

Helm Financial Planning
255 River Road,
West Newbury, MA 01985

Holly Colvin, CFA, CFP®
Cell (617) 512-1898
holly@helmfinancialplanning.com

Please find our table of fees for services here