Edward Jones
Financial Advisors
· Lynchburg, VA
Published in partnership with Edward Jones - Financial Advisor: Brent Helms, CFP®|ChFC®|AAMS®
Book online anytime
Brent Helms is a CFP®, ChFC®, and AAMS® certified financial advisor at Edward Jones in Lynchburg, VA, serving clients with $250,000 or more. He specializes in comprehensive wealth strategies, retirement planning (both income and savings), business retirement plans, and charitable giving strategies. Working alongside Sr. Branch Office Administrator Debbie Montanez, Brent offers personalized financial guidance through in-person, phone, and web conferencing options to help clients navigate major financial events and build long-term financial security.
Best for: Clients with $250,000+ to invest, Pre-retirees and retirees seeking income strategies, Business owners planning retirement benefits, Individuals focused on charitable giving
Service area: Lynchburg, VA and surrounding areas
Multiple Advanced Certifications: CFP®, ChFC®, and AAMS® designations demonstrate extensive training in financial planning, consulting, and asset management.
Comprehensive Service Range: Offers specialized services including business retirement plans, charitable giving strategies, and wealth management alongside traditional retirement planning.
Flexible Consultation Options: Available for meetings in-person, by phone, via web conferencing, and evenings/weekends by appointment for client convenience.
Book online: Book Online Now →
Phone: (434) 239-3089
Address: 101 Duncraig Dr UNIT 101, Lynchburg, VA 24502 (Get directions)
Website: edwardjones.com