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Joseph D. Helms, CFP®, CWS®

Sr. Partner, Sr. Private Wealth Advisor
Seattle, WA

Joe Helms is a Sr. Partner and Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Seattle, Washington.

Joe joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1997. He led the company’s Seattle branch as Managing Director for over a decade before transitioning into his role as a Sr. Private Wealth Advisor.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Joe uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Joe and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

After receiving an honorable discharge from the U.S. Navy, Joe earned a B.A. in Linguistics from San Diego State University and a Masters of Education from the University of Washington. After graduation, Joe was on staff with The Navigators in Seattle where he taught English as a second language.

Joe is a member of the Financial Planning Association. He also serves on the board of Impact Middle East and is active in his church.

Joe and his wife, Lisl, live in Seattle.


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