Helen Andreoli , CFP®

Whether leading her team with compassion, advising her clients with respect and honesty, or serving her community with passion and generosity, Helen lives by the philosophy that the energy you give out is mirrored back to you. “I love getting to know my clients and becoming a part of their lives. I view financial planning as more than investing and saving for the future; it’s also about enjoying today,” says Helen. 

Helen is the managing partner of Great Diamond Partners: leading firm purpose, culture, and vision; overseeing growth strategy; managing billing, financials, and human resources; and championing the firm within the industry and community. She was integral in the firm’s 2019 launch with the other founding partners.

Helen also connects and engages directly with clients to provide comprehensive advanced financial plans aligned with their goals.

Helen grew up on an island in mid-coast Maine, spent her educational years in-state, and built her career in the place she considers to be the best place to live, work, and raise a family. 

After graduating from college, Helen bought and ran her own small business. She operated a statewide waste and recycling hauling firm in Maine for eight years before selling the business in 1998.

Helen went on to receive her Master’s Degree in business and began a career in wealth management. She gained valuable industry knowledge and experience at Morgan Stanley and Merrill Lynch before joining the team at UBS Financial Services.

Looking to connect with clients and the local business community in a more personal and relatable way, Helen was excited to channel her expertise in a move to the independent side of the wealth management industry. Her relationships with team members and clients have grown even stronger. “I’m here to help you live your best life, and that doesn’t just mean earning and saving enough for a happy retirement. It’s also about enjoying yourself now,” Helen says.

Helen is a passionate advocate for several Maine non-profits.

She serves as Treasurer for United Recovery Fund (formally Maine Recovery Fund), which acts as a bridge to sustainable employment for people affected by substance use disorder and incarceration.

She recently served on the Board of Directors and was named 2024 Volunteer of the Year for ProsperityME, which empowers refugee and immigrant communities to invest in themselves to build financial stability, careers, businesses, and wealth.

In the past, Helen has worked with the League of Women Voters of Maine, United Way of Southern Maine, and the Maine Community Foundation.