Helm Financial Planning is an independent, fee-only financial planning and investment management firm based in West Newbury, Massachusetts. Founded and led by Holly Colvin, CFA, CFP®, the firm helps individuals and families make informed financial decisions and work toward a more secure future. As a fiduciary and registered investment advisor in Massachusetts, Helm acts in clients’ best interests and does not sell financial products, collect commissions, or accept referral fees.

Helm provides personalized, holistic financial planning built around each client’s goals, values, and circumstances. Services include comprehensive planning, retirement strategies, evidence-based investment management, tax-efficient planning, estate planning coordination, risk and insurance analysis, education funding, and specialized planning for business owners. The firm’s approach brings together different aspects of a client’s financial life, from cash flow to long-term legacy goals, and adapts as circumstances change.

Clients work through a process of discovery, plan creation, implementation, and ongoing partnership. Helm emphasizes transparency, financial education, and clear communication, helping clients understand their plans and make confident decisions.