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How it Works

Refer a friend or colleague and take advantage of exclusive benefits.

Fill out the form above, and someone from our team will reach out to your referral. For every referral submitted, you’ll receive a $250 gift card from the Helios team. If your referral becomes a client, you’ll receive $1,000 off your next Helios invoice.*

*Should your friend or colleague sign a contract with Helios, we’ll be required to notify them that we compensated you for the referral.

Why Be a Part of the Helios Referral Program?

Build industry connections, deepen your partnerships, and access exclusive rewards.

As your investment management partner, we deeply value our relationship and the trust you’ve placed in our team. We hope you’ll consider sharing your experience with friends and colleagues, a quick and easy process that will:

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Build credibility within your professional network

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Deepen your relationship with the Helios team

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Open the door for collaboration and reciprocal opportunities

Plus, you’ll receive a $250 gift card for every referral, and $1,000 off your next bill for referrals that become clients.

From an efficiency standpoint, my practice is so lean and mean. It’s everything I’d ever envisioned without hiring five people.

Brian B. CFP®
Current Helios Client

Join the Helios Referral Program!

Pass on the name of a friend or colleague who could benefit from Helios’ Insourced CIO services and best-in-class investment management team

Refer Now