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

Filters

Newsroom

One of the most common complaints against millionaires and billionaires is that they pay too little in taxes. But that made us wonder: are millionaires different from billionaires? Is it fair to lump both into the same category? Find out in this segment of 4 Your Money. 

Newsroom

In this episode of 4 Your Money, Bruce Helmer shares his top four rules for investing after retirement. Rule #1: Don’t get caught up in the news cycle or market noise. Rule #2: Be clear-eyed about your expenses. Rule #3: Hold a significant cash reserve. Rule #4: Stick to your plan.

Newsroom

Many people are unprepared to deal with daunting financial challenges that come from being suddenly single. Find out how you can be a little more prepared in this segment with Bruce Helmer.

Newsroom

One of the perplexing things in our business is that only about four in 10 Americans choose to work with a financial advisor, even when doing so has been shown by multiple academic and industry studies to produce better outcomes for investors. Why don’t more people use an advisor?

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.