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

The tax deadline for filing 2021 was pushed from April 15 to April 18, 2022, because of Emancipation Day, an observed holiday in Washington, D.C. But if you’re like many people, even despite having three extra days to prepare your taxes can still give you the night sweats. But if you are organized, you’ll make it easier on yourself and possibly even get your tax refund sooner. Here are three basic tips to reduce your stress during tax season.

Newsroom

Eye On Your Money

Newsroom

To a great extent, how you approach investing is a lot about how you deal with four unknowns: longevity, inflation, market returns and tax policy. In this article, we break down each of these unknowns and offer suggestions for ways that may help insulate you from their risks. Click here for the full article.

Newsroom

Bruce Helmer and Peg Webb explain what to look out for in tax identity scams. They also provide five recommendations to avoid tax identity theft in this week's Your Money column. To read the full article click here.

Newsroom

Bruce Helmer discusses the most important questions to ask when selecting a financial advisor.  The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 

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:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

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

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

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.