Our Mission:

Our passion in business is helping others navigate toward their passions.

Our Philosophy

The founders of Helm Financial LLC share more than just a strong love of the sea; we all agree that we are greater than the sum of our parts. Each member of the Helm team has individual strengths that, when utilized simultaneously, can positively impact our clients. This philosophy—combined with our client-focused mindset—is the foundation of our practice. Understanding our clientele and their unique financial needs requires a collaborative strategy in order to achieve the highest level of success. We carry this team-oriented approach through all aspects of our business and have created a network of strategic partnerships with respected estate and business attorneys, CPAs and other financial experts. With unwavering optimism and a passion for continued growth opportunities, our primary focus is big-picture success for each of our clients.

Our Goals

We strive to establish an independent organization that has the ability to provide unbiased, uncompromised consulting services with our clients’ best interests at the forefront of our operations. By strategically adapting to rapidly-evolving political, regulatory, social and technological environments, we will create cutting-edge plans that ensure business owners see their efforts materialize into concrete results. We want to guide you through the process of developing and implementing strategies to create the highest profitability before your business exit.

In creating a firm that is truly our own, we understand the importance of building something meaningful and the desire to see it succeed. Our goal is to help you create the legacy you’ve earned.

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Meet Our Team

Zachary Taylor

Principal, Exit Planning Specialist

Zach, a Maine native, graduated from University of New Hampshire as an economics major with a specific focus on environmental and resource economics. He married his best friend Rachel, and is blessed with a wonderful daughter named Piper. Zach’s passions include spending time with his family and friends, surfing, skiing, hiking, camping and boating.

Zach’s early career managing the development and operations of a marine construction company involved growing and operating a business that had revenue coming from highly complicated and regulated projects. These projects relied on large amounts of human and equipment capital that were constantly exposed to risks caused by being on the ocean. Because of this, managing and mitigating risk, building strong and reliable internal teams, creating external teams of experts and vendors, and bringing all the pieces together to meet the company’s project goals and profitability targets became invaluable experiences for Zach. When he transitioned into financial services, a focus on business planning and consulting with specific work in exit planning strategies proved to be a natural fit.

Helm Financial LLC works with many types of businesses, but Zach is particularly passionate about firms in the green and sustainability sectors. Zach is currently working with business owners and nonprofits to coordinate planned philanthropic strategies as part of their business exit planning and estate planning.

Alex Grammatic

Principal, Executive Compensation and Business Continuity Specialist

Alex is married to a former ballerina, and they have one son who was born in 2017. Alex loves offshore fishing, boating, Broadway shows and making the world a better place. With eight years of experience in financial services, Alex specializes in insurance planning for business and estate applications as well as small- to medium-size business consulting.

Alex believes his clients’ best interests are the most important part of his business. Strongly valuing ongoing education, Alex has earned three designations through The American College of Financial Services; he also holds prestigious designations as a Chartered Life Underwriter (CLU), a Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP).

Contact us today to learn more about our transparency model and how we save you more money than any other broker.