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 investment world is always changing, and the things you did in the past to be successful as an investor may not always work. Bruce Helmer discusses why it's important to have diversification within account portfolios.

Newsroom

It might make sense to pay more today if it reduces your future burden.

Newsroom

In one of our team meetings to discuss what to write about this quarter, someone asked us a provocative question: “What, in your long experience as a financial adviser, is the one thing that keeps most people from achieving lasting wealth?” As is sometimes — not often— the case, Bruce and I diverge in our perspectives.

Newsroom

With the first three months of 2022 behind us, it’s a good time to take stock of your financial plan. In this follow-up article, we focus on the items that can help you stick to a well-constructed financial plan into the upcoming quarter.

Newsroom

Bruce joins the morning crew to explain how to calculate income that accounts for your lifestyle.

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.