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

Not everyone needs a full-blown retirement plan in their 20s or 30s. You're working a first or second job. Don't have much credit-card or college debt but may be trying to save up for a car purchase or first home. You can create a personal financial plan in four simple steps that will set you up to pursue these goals.

Newsroom

The IRS has warned that staffing shortages and budget cuts will delay processing returns. Filing electronically early and using direct deposit may speed up your return and reduce risk of fraud.

Newsroom

The last time we saw inflation this high was 1982. Then, it was monetary policy. Today, it is much different.

Newsroom

Unless you’re retiring after you reach the full retirement age, or are in poor health, you’ll probably want to either keep working or avoid drawing Social Security benefits. Click here for the full article: https://www.twincities.com/2022/03/05/your-money-best-time-to-claim-social-security-it-depends/

Newsroom

Two bits of advice on the 22nd day of the second month of 2022

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.

Meet with an advisor

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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.