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Meet With Us

Helmer Team

775 Prairie Center Dr Ste 380

Eden Prairie,

MN

55344

helmer-info@wealthenhancement.com

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Meet with us

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. 

Advisory Team

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Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show

Eden Prairie, MN

Resources from our team

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Newsroom

Pioneer Press: Four Traits of Powerful Portfolios

By understanding the following four traits in a portfolio, you can better assess its results, guided by research and logic rather than emotion and desire. Click here for the full article.
Bruce Helmer

Newsroom

CBS MoneyWatch: Cutting Costs Before Retirement

Your income will probably decline in retirement, but your expenses left unchecked may go up. MCJSECRN754VBGNM2QB5VVCMWULM talks about strategies that may put you ahead of the game.
Bruce Helmer

Newsroom

CBS MoneyWatch: Financial Planning After Your Retire

Financial planning doesn't stop when you retire. In fact, as Bruce Helmer tells us, things can be even more complicated. 
Bruce Helmer

Newsroom

CBS MoneyWatch: Your Fall Financial Checklist

It's not too early to start your end-of-year financial planning? Bruce Helmer discusses the steps you can take this fall to be ready for 2022. 
Bruce Helmer

Newsroom

CBS MoneyWatch: Financial Independence for Your College Student

With kids headed off to college, how do you help them keep from going broke? Bruce Helmer talks about setting limits while helping your adult children.  
Bruce Helmer

Team locations

Eden Prairie, MN
775 Prairie Center Dr Ste 380, Eden Prairie, Minnesota, 55344
(952) 249-5000
details

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)

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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.