Our Philosophy

I think that the personal finance business has much room for improvement. So, I started Helios Advisory Service, LLC (my company) in 2006. I decided to treat people how I wanted to be treated. Here are my rules:

Sell Nothing. Would I prefer to go to a practitioner with my health concern, or a drug salesman (or saleswoman)? Whose advice would be better?

Be Upfront. My fees, how I work, what you can expect from are as clear and simple as I can make it.

Respect Privacy. I do not share names, demographics with anyone, except where I am required by law. I have no affiliated businesses, marketing alliances, etc.

Keep Current. This is easy, I like my work and have an academic inclination. This is important for my work managing client assets. The Certified Financial Planning Board requires me to take accredited course work to keep my designation, as well.

People Are Not Cookies. I will make suggestions specific to you, your concerns and situation. No cookie-cutters are used in my kitchen.

Do No Bothersome Marketing. I send out cartoon postcards occasionally and buy the list (of nurses). If you do not want the postcard, please call me and I will take you off the list. I do not make cold calls, generate e-mailers, etc.

Listen Better. I am an "idea person." So, I work at this.