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

The American Psychological Association’s most recent consumer survey found that 72% of Americans reported feeling stressed about money at least at some time in the past month. Eighty-seven percent said a significant source of stress was the rise in prices of items due to inflation (specifically gas prices, energy bills, groceries), and 65% noted that money was a source of stress, the same percentage that pointed to “the economy.”

Newsroom

Why is inflation such a big deal for investors? Find out in this episode of 4 Your Money. 

Newsroom

Buying a house is likely the largest purchase someone will make in their lifetime, but buying a house is more than a financial transaction. Here are a few things to consider when deciding how much you can afford — and how much responsibility you want to take on. 

Newsroom

What is financial wellness? Find out Bruce Helmer's tips for enhancing your financial wellness in this segment of CBS 4 Your Money.

Newsroom

It’s been a wild first half of the year and now is a good time to assess where you are with your current financial plan. In the third article in this series, we focus on the items that can help you stick to a well-constructed financial roadmap for the next three months.

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

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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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.