Helium Advisors LLC is a financial advisory firm and an SEC-registered investment adviser, as well as a Helium Financial Group company. The firm describes its focus as integrated wealth, tax, and legacy planning, bringing related financial considerations together for individuals and families. Its services include financial planning, tax-aware planning, investment management, retirement planning, charitable planning, estate planning, and private alternatives.

Helium Advisors identifies legacy planning, family office services, corporate executives, and business owners as groups it serves, with advisory offerings presented for these distinct needs. The firm also outlines its approach and planning process, and provides resources such as a blog, financial calculators, and client logins. Visitors can learn about the team, community involvement, and career opportunities, or contact the firm for more information.

Helium Advisors notes that it may conduct advisory business only in states where it is appropriately registered or exempt. Personalized investment advice and securities transactions are subject to applicable registration or an exemption. Its website also provides disclosures and Form CRS