Local Roots, Global Perspective

Guiding You Through Life’s Financial Challenges with Tailored Strategies and Holistic Planning

Who We Are

At von Hellens &Partners, we are more than just financial advisors—we are a beacon for those navigating life’s financial complexities. Founded by H. Erik von Hellens, along with his Partners, Micah Elkins, and Melanie Cromartie, our mission is to help illuminate the path toward financial independence. By offering guidance that reflects both local roots and a global perspective, we are committed to building lasting relationships grounded in trust, integrity, and excellence. Our drive is enhanced through our partnership with &Partners and backed by the support of Fidelity.

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*2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com).

What We Do

We offer comprehensive financial services designed to simplify and enhance your financial life. Our distinct wealth management process helps to ensure that all the pieces of your financial puzzle fit together seamlessly as your needs evolve. The team brings deep client experience along with the mission of being an advocate for the financial needs of clients striving to deliver advice done well. von Hellens &Partners has an innate ability to help simplify the complexities of financial planning, empower them to provide guidance across a range of financial disciplines.

Tax Analysis

Our tax analysis services focus on assessing your current tax situation and exploring strategies that align with your overall financial plan, aiming to enhance tax efficiency.
Debt Management

We provide debt management services that focus on creating strategies for debt reduction, tailored to support your broader financial objectives.
Risk Management

Our risk management services encompass life insurance, long-term care, and disability planning, designed to help protect your financial future.
Financial Planning

Our financial planning services are comprehensive and adaptable, aimed at helping you address your financial goals as your life circumstances evolve.
Wealth Management

We offer wealth management services that integrate investment strategies, retirement planning, and estate considerations, designed to align with your financial objectives.

Get in Touch With Us Today

We are available to discuss how our services may assist in addressing your financial goals.
Contact us to start the conversation.

Send Us A Message

(229) 413-0026

Our Approach

At the heart of our approach is the Three P’s framework, which guides every aspect of our work to help ensure a comprehensive and strategic financial plan:

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Philosophy

Our philosophy is that true financial independence requires an integrated approach, where risk management, task management, debt management, and estate planning all work in harmony. If it’s not fully integrated, we believe it’s flawed.

Planning

We develop strategies for every financial storm, striving to ensure you’re guided safely back to stability. As your beacon, we maintain a 360-degree view throughout your life, available to adjust to your evolving needs.

Process

Our process is structured yet adaptable, allowing us to respond flexibly as your life unfolds. This approach is designed to ensure that your financial journey remains aligned with your goals, providing clarity and confidence at every step.

Who We Serve

We specialize in working with a diverse clientele, providing personalized financial solutions that address their unique challenges and aspirations. Whether you are a business owner, professional, executive, or retiree, we stand as your beacon, helping to guide you toward financial independence.

Business Owners

We recognize the unique financial challenges faced by business owners and provide tailored strategies designed to address these needs.

Professionals

For professionals seeking to optimize their financial strategies, we offer services designed to streamline and simplify financial management.

Corporate Executives

Our services for corporate executives are designed to assist with the complexities of managing stock options, retirement planning, and tax considerations.

Retirees

We offer services aimed at helping retirees manage their financial resources, with a focus on sustaining income and addressing healthcare expenses.

Teachers

We offer financial planning services for teachers that take into account the unique aspects of their profession, with a focus on long-term financial stability.

Families

We provide financial strategies tailored to families, focusing on long-term planning, education funding, and wealth transfer to future generations.

Browse Our Resource Center

November 6, 2026

Rapid Response: Election-related hangxiety

As AI concerns fuel a sharp technology selloff, the &Partners Investment Team offers four recommendations for navigating volatility, managing risk,…
November 4, 2026

Rapid Response: Back to bAIsics

As concerns over AI spending fuel market volatility, the &Partners Investment Team recommends maintaining a long-term perspective and staying diversified.
November 2, 2026

Should You Trust AI With Your Financial Decisions?

Artificial intelligence is changing the way we find information, solve problems, and make decisions. Increasingly, people are turning to AI…