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Helping You Reach Your Financial Goals, One Relationship at a Time

Who We Are

At Helios Wealth Advisors, LLC, we are a team of dedicated professionals committed to helping individuals and families achieve their financial goals. With over 25 years of combined experience in the financial industry, our team is dedicated to providing personalized financial planning and investment strategies tailored to each client's unique needs.

Our Services

Our comprehensive financial services include:

  • Investment Management: We offer a personalized approach to investment management, utilizing a variety of investment vehicles to help you achieve your financial goals.
  • Financial Planning: Our team of experts will work with you to create a customized financial plan, aligning your financial resources with your goals and objectives.
  • Retirement Planning: Whether you're nearing retirement or already retired, we can help you navigate the complex world of retirement planning and ensure a secure financial future.
  • Estate Planning: We can assist you in creating a comprehensive estate plan, ensuring that your assets are distributed according to your wishes.

Our Team

Ted Koinis, CFP, AIF: As a founding partner of Helios Wealth Advisors, Ted brings over 25 years of investment and planning experience to the table. He is a certified financial planner and holds the Accredited Investment Fiduciary designation.

Melissa G. McCain: Melissa serves as our Administrative Services Manager and is responsible for ensuring a smooth client experience. With over 25 years of administrative experience, Melissa is dedicated to providing exceptional customer service.

Our Philosophy

At Helios Wealth Advisors, we believe that financial planning is not just about making money, but about living your best life. We are committed to delivering innovative, personalized solutions that help you achieve your goals and build a lasting relationship with you.

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