About
Michael Helms has been providing financial planning, strategic investment advice, and comprehensive tax management solutions for more than 25 years. His hands-on experience and client-first focus provide his clients with a critical competitive advantage.
Prior to joining Wealth Enhancement Group, Michael was a Wealth Manager at WealthShield Partners. Earlier, he served as Managing Director of Evergreen Financial Services, Inc., where he worked with clients across the greater Greenville, South Carolina area, delivering tailored asset management and tax-efficient planning strategies to help preserve and grow wealth.
Education
- MBA, Accounting and Finance, University of South Carolina at Columbia
- BS, Finance, University of South Carolina at Columbia
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation