Jeffrey P. Helms, CPA, CFP®

Jeffrey P. Helms, CPA, CFP®

Jeff Helms is a Partner with Waverly Advisors.

He specializes in providing personal financial design solutions in the areas of retirement planning, risk management and insurance, estate and tax planning. Jeff is involved at all levels of servicing client’s financial design needs including the development and implementation of a comprehensive planning program. Jeff brings extensive experience in estate planning and gift and trust services after spending more than 10 years in the tax division of Warren Averett.  Jeff lives in his hometown of Milton, Florida with his wife and family.


  • Bachelor of Arts
    University of West Florida, Pensacola, FL
  • Master of Accountancy
    University of West Florida, Pensacola, FL

Professional Affiliations

  • Financial Planning Association
  • NW Florida Estate Planning Council
  • American Institute of Certified Public Accountants

Ask Me About

  • The idea behind a family constitution
  • The difference between helping people manage their wealth and simply investing
  • Protecting future generations and leaving a legacy
  • My first job as a teenager
  • Snowboarding
  • My in-laws