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. 

Wealth Enhancement ranked #1 on Citywire’s 2025 list of Fastest Growers in Minnesota. Awarded 8/7/25 for the period of 1/1/24-12/31/24.

Advisory Team

Bruce Helmer

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

Nicole Evenski

Associate Financial Advisor

Client Service Team

Elise Blake

Client Service Associate

Tammy Grochowski

Client Service Associate

Resources from our team

Topic
Newsroom
Social Security. You know it’s coming. You know you’ll want it. For many Americans, Social Security will comprise the majority of their retirement income. So how much will you get? Many are surprised to learn that it’s up to them. When to begin taking Social Security is one of the most crucial decisions you will make in retirement.
3/5/2021
Blog
Getting married later in life? Bruce and Peg share key financial and emotional considerations for older couples building a future together in a new chapter of love.
2/28/2021
Newsroom
Let’s have a little fun with our taxes, shall we? You might be wondering whether Bruce and Peg have gone off the rails. When you hear about having fun or “getting creative” with our taxes, you think of billionaires writing off property that doesn’t exist or hiding their money in a Caribbean island, so the IRS won’t find it.
2/19/2021
Newsroom
If you are a regular reader of this column, chances are you are at least considering getting a financial advisor or have one already. We’ve talked through some of the things you should look for, but how do you know when an advisor won’t be a fit? The wrong advisor can be nearly as harmful as not having one at all. Here are five signs an advisor might not be for you.
2/5/2021
Blog
Start the year strong with budgeting tips from Bruce and Peg. Learn how to set realistic financial goals, create a budget that works, and stick to your New Year’s resolutions. Listen to the full episode now.
1/9/2021

Current Clients

Contact this team via email or phone at the top of the page.

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.

Schedule an initial consultation

You’ll choose your time on the next screen

Who referred 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

Barron’s: Awarded on 9/12/2025 (Mega RIA) for 6/30/24-6/30/25. Paid for logo use. Forbes: Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. USA Today: Awarded 4/15/26 for the five-year period ending January 2026. Paid for logo use.