About Us

Our Approach:
Confidence starts with clarity and preparation.

At Provident Financial Planning & Investment Management, our approach is designed to help you feel fully prepared for whatever the future holds. Here are a few of the ways we help you be provident when making a plan:

Investigate:

We assess your current positions and financial goals and consider appropriate solutions.

Formulate:

We use your risk profile and timeline to advise on investments.

Educate:

We explain your options so you can make more informed decisions.

Communicate:

We provide you with professional, objective opinions you can trust.

Recalibrate:

We help make sure your plan keeps up with your priorities.

Our Team:
Set-up to deliver you long-term success.

Our team supports you with over 30 years of financial experience – including 17 years as a CPA. As a fiduciary, we are duty-bound to the long-term success of our clients. This unwavering commitment has allowed us to forge a deep connection to the Murfreesboro community. We continue to grow thanks to the reputation we’ve earned as a trusted partner, and we are honored by the area financial and legal professionals who have chosen to refer their clients to us.

Gabe Helms, CFP^®, CPA/PFS™

Gabe provides tax-sensitive investment advice, retirement planning, and financial services to individuals, families, and strategic exit planning for closely held businesses. His interest in financial markets started at the age of 6, when he first began executing proxy statements for stocks that he received from his great grandfather.

Gabe started providing financial planning and investment management services in 2016 after a 20-plus year career in public accounting in Middle Tennessee. He is a licensed Tennessee Certified Public Accountant, and in 2017 he was awarded the Personal Financial Specialist (PFS™) credential by the American Institute of Certified Public Accountants. Gabe earned the CERTIFIED FINANCIAL PLANNER^® certification in 2020.

He particularly enjoys providing clients with comprehensive financial plans to facilitate retirement or other goal planning. In addition, Gabe’s tax expertise and decades of experience working with closely held business owners provides him with a distinct skill set assisting business owners with strategic exit planning.

Outside of the office, Gabe enjoys spending time with his wife Rachel and their daughter. He enjoys visiting new restaurants, hiking, traveling, and reading.

Professional Memberships

Financial Planning Association
American Institute of Certified Public Accountants (AICPA)

Life Insurance & Disability Plans Committee Member - 2023 - Present, Current Committee Chair
PFS™ Exam Technical Task Force Member 2018-2019
PFS™ Credentials Committee Member 2021-2023
Investments Committee Member – 2018-2021

Tennessee Society of Certified Public Accountants (TSCPA)

Student Outreach, Advancement and Recruitment Speakers Bureau – 2024-2025
Scholarship Committee Member – 2017-2024
State Tax Committee Member – 2012-2016
Federal Tax Committee Member – 2008-2012

Our Community:<br/>Driven to make a difference.

Our Community:
Driven to make a difference.

We take pride in actively contributing to our community, enhancing its well-being, and investing in the people we proudly call friends and neighbors. Here are some of the meaningful organizations we’re honored to support: