Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Helmer Team

775 Prairie Center Dr Ste 380

Eden Prairie,

MN

55344

helmer-info@wealthenhancement.com

See other locations

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

00541000002oBBkAAM

Bruce Helmer

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

Eden Prairie, MN

Resources from our team

Filters
Filters

Newsroom

Lessons in Affording College

Whether you have a school-aged student or have grandkids you are hoping to support, the spiraling costs of a college education can be overwhelming. We’re not going to sugar coat it. It’s bad, and costs are likely to get even worse. But financial planning is about making the impossible, possible. By applying some simple lessons, you can make affording school less daunting for you and the prospective student.
Bruce Helmer

Newsroom

CBS MoneyWatch: Difference Between an IRA and 401k

While an IRA and 401k are similar, there are some key distinctions you should know about. Bruce Helmer discusses how they are similar and how they are different.  
Bruce Helmer

Newsroom

CBS MoneyWatch: Five Roadblocks to Financial Success

Sometimes life can get in the way of your financial plan. Bruce Helmer offers some tools for navigating the obstacles to your success.   The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 
Bruce Helmer

Newsroom

CBS MoneyWatch: Think Like a Track Star

With the Olympics in full swing, Bruce Helmer talks about how you can apply a track and field approach to your finances.   The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 
Bruce Helmer

Newsroom

CBS MoneyWatch: Gymnastics and Your Finances

Balance, coordination and lots of practice. MCJSECRN754VBGNM2QB5VVCMWULM explains why financial planning is exactly like gymnastics. 
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:

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.