Michael S. Helveston, CFP<sup>&reg;</sup> - Financial Advisor

Michael S. Helveston, CFP®

CRPC®

Founder and Financial Planner

Whitford Financial Planning

600 Eagleview Blvd., Suite 300
Exton, PA 19341
FINANCIAL ADVISOR'S WEBSITE
(484) 881-0070 CONNECT WITH Michael
  • facebook link
  • linkedin link
  • youtube link

General

Michael Helveston is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Whitford Financial Planning in Exton, PA and the surrounding communities.

Financial Advisor Overview

Financial Advice for Retirees and Pre-Retirees. We specialize in all things retirement, including investments, taxes, and inheritance planning. What services do you provide? We provide a complimentary initial plan, followed by ongoing services that include investment management, retirement planning, and personal tax strategies. Our goal is to help you prioritize your short-term and long-term financial goals so we can make smart financial decisions together. What does it cost? We charge a fee based on the amount of assets we manage for you. Financial planning recommendations, which can cover just about any aspect of your financial life, are included at no additional cost. Starting at 0.85% (or $850/year for every $100,000 we manage), we believe that financial advisor fees should be simple and transparent. Are you a fiduciary 100% of the time? Yes, our clients pay us a fee for the advice we give. That's it. No hidden fees, insurance commissions, or referral bonuses. Trust is the most important part of our client relationships. Visit our website to schedule a no-obligation call today!

More

Financial Advisor Experience

Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard, he completed the Certified Financial Planner™ coursework and became an advisor. Mike then transitioned to a large independent firm, where he managed the team of advisors and led the firm's investment committee. Mike has contributed articles to Forbes, Kiplinger, and The Wall Street Journal. He lives in Downingtown, PA, with his wife and three children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Investment Management, Retirement, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources