Helmer Team

775 Prairie Center Dr Ste 380

Eden Prairie,

MN

55344

About the Helmer Team

The Helmer Team leverages a team-based approach to deliver comprehensive financial planning, crafted to your unique needs. Our mission is to simplify your financial life—to afford you the time you need to focus on what you love, without having to think about your money. With a deep commitment to service, we strive to delight our clients at every turn, through proactive planning and personalized attention. If you’re ready to discover how our holistic wealth planning can unlock your financial future, reach out today for a complimentary introductory meeting. 

Resources from our team

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Newsroom

Bruce Helmer covers how to give thoughtfully and effectively throughout the holiday season.

Newsroom

Bruce Helmer talks about the reasons why we may want to shed a large house as we approach retirement but some of the problems you need to consider before taking the leap.

Newsroom

Long-term readers of this column know that we spend a lot of time and attention on helping clients set goals. Goals are foundational to making financial decisions around investments, asset allocation, and income planning. But financial goals are not some abstract concepts in a vacuum. They need to reflect your values — what matters the most to you. Values emerge from the accumulation of lifetime experience, struggle wisdom, and yes, loss and pain.

Newsroom

For decades, the term “sandwich generation” has generally applied to adults (mostly women) taking care of their aging parents and minor children at the same time. But as baby boomers age out of the sandwich generation, their replacements, estimated to be about a quarter of U.S. adults, are facing new challenges. For one, Gen-Xers and millennials are beginning to take care of their (now aging) parents while still supporting adult kids — at home or otherwise — and, in some cases,

Newsroom

How creating a budget and scrutinizing recurring and unnecessary charges can help balance your portfolio.

Team locations

Eden Prairie, MN
775 Prairie Center Dr Ste 380, Eden Prairie, Minnesota, 55344

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.