Address
3540 Toringdon Way Suite 200
Charlotte, NC 28277
William M. Helms Jr. CFP®
Managing Partner, Harmony Financial LLC.
Financial Planner, Cambridge Investment Research, Inc.
It could be said that Bill was born into the Financial Planning field when his father, Wm. M. Helms Sr. CLU, began his career the year Bill was born. Even before Bill was a planner, he was frequently reading industry magazines, company periodicals, and was captivated listening to his dad speak about helping people.
After a successful career as a professional musician with the Disney Corporation, Bill joined his father in Financial Services in January 1999. Shortly thereafter, he opened Harmony Financial LLC and a branch office of Lincoln Financial Securities in Boone, NC. A graduate of ASU, Bill specializes in helping families and businesses plan for the future and prepare for the unexpected in the areas of Estate, Succession, Retirement, and Non-Qualified Executive Benefit Planning. As a CERTIFIED FINANCIAL PLANNERTM, Bill enjoys helping his clients find clarity through the process of setting, reviewing and reaching goals.
“I’ve been fortunate enough to learn to play several different musical instruments. I play these instruments with other musicians and by coordinating the tempo, tuning, timing, harmony, melody and groove; music is created out of the noise. I have found that by coordinating our financial instruments with our goals, we can also create music out of the dissonant complexity of our hectic lives. Likewise, coordinating a band approach of Attorneys, CPAs, Insurance Agents, Investment Advisors all playing the same tune, (your financial plan), orchestrates your most important goals.”
Bill is licensed as an Investment Advisory Representative in NC, SC, TN, VA, MD, FL, AZ. When not helping clients, he enjoys Leading Worship and Music for Howards Creek Church and playing Bluegrass music with his band Amantha Mill. He and his wife Erica are the proud parents of 2 young men, Zack and Jake.
