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About Us

Helmsman Financial Group, LLC (HFG) was founded in 1998 by a group of financial professionals and is headquartered in Woodinville, Washington. We specialize in investment portfolio development and management for investors seeking wealth preservation and enhancement.

In an industry that is moving more and more towards the impersonal, we continue to believe in and focus on the personal touch. We still believe that the best results come from face-to-face interactions between client and advisor. That when needs or questions arise, a person who knows you and your specific situation should be available to help you. We aren't the biggest firm around, but this is a big part of the reason why. To lose the personal touch would be to lose the heart of what had made us successful for more than two decades.

Helmsman Financial Group, LLC is a Registered Investment Adviser registered in the State of Washington.