Helen Berenyi (CDFA, CFP®)

Helen Berenyi focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Charitable Giving
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

Low Cost

Excessive fees are crippling investors. We’re putting a stop to it. For most investors, the fees they are paying over 25-30 years will eat into 21% of their nest egg. 21%! At Alphavest, our fees are some of the lowest in the nation. And we’ll prove it. We’ll be happy to show you our fees and allow you to compare.


Do you know who’s on your team and who isn’t? At Alphavest, we are “fiduciaries” and therefore are held to a higher standard of ethical behavior. That means we work for you, don’t push products, disclose fees, and hold your interests above our own. Period.

Equal Love

Wouldn’t it be nice to be treated as a Millionaire investor? We treat our clients like the money we are investing is our own. If you have a little or a lot, it doesn’t matter. Your account gets the love, attention and an aggressive pursuit of results that you deserve.


There is a way to do this right. And we have it. “Buy and Hold?” “Market Timing?” Guess what? Both are wrong. The model for today is fee-only, active management with a focus on asset classes and disciplined market moves that work.


Additional Information

Ever feel paralyzed by Wall Street’s games or just feel taken advantage of by an investment advisor? Since going independent in 2008, it’s clear to me that many investors are seeking simple solutions in order to gain confidence that their hard earned investments are in the right place. In today’s market, there’s good news and bad news:

The good news: You’re not alone–AND you’re well on your way to liberating yourself from the emotions of market volatility and the pervasive conflicts of interest in portfolios across the world. And, with the emergence of “Robo” Investment platforms, low fee options are now outpacing the antiquated ways of what I call “Big Brokerage.”

The bad news: The market’s ups and downs will most certainly continue and the desire for investors to side-step double digit investment losses that typically occur every 3–6 years, will never wane. Further, while the market share of “Big Brokerage” firms is declining, in favor of these “Robo” options, the issue of conflicts of interest and “lazy” investment management that refuses to evaluate simple market risk metrics in favor of investor wealth protection is unfortunately a part of Robo investing.

Investing today is being driven by a model leveraging campaigns of media disinformation, fear and ignorance about the investment game, and the motivation of Wall Street to create remarkable profits for itself. Investors themselves are held hostage by a financial system in which they are taught to participate in, but not master. It’s time for investors to get Liberated.

NAPFA Start Date

December 23, 2009


This Office

75 Port City Landing Suite 110 Mt Pleasant, SC 29464 Phone: (843) 573-7277 Fax: (843) 573-7298