Mark Helm

Mark Helm is the founder of and principal of Helm Financial Advisors, LLC. He is a Certified Financial Planner (CFP®), holds a Bachelor’s Degree in Economics from the University of Minnesota and a Master’s Degree in International Affairs from American University. In addition, he has earned the Enrolled Agent (EA) designation from the U.S. Treasury Department, which allows him to represent clients before the International Revenue Service, a privilege reserved only for EAs, tax attorneys and CPAs.


He opened his financial planning practice in 2003 and specializes in working with families, retirees and small business owners.


He is a member of the National Association of Professional Financial Advisors (NAPFA), an organization of fee-only financial advisors dedicated to bringing conflict-free advice to consumers. In addition, he is a member of the National Association of Tax Practitioners (NATP).