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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

Post-COVID Financial Spring Cleaning

Now, we are sure that you spent your extra free time during the pandemic organizing your finances. After all, you’ve likely been at home, with all those papers just staring back at you. You probably got right on it after you finished your second novel. What, you didn’t? Join the club. But before the real world beckons, here are some steps you will want to take to get your finances organized this spring.
Bruce Helmer

Newsroom

Timing is Everything with Social Security

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.
Bruce Helmer

Newsroom

How to Have Fun at Tax Time

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.
Bruce Helmer

Newsroom

Five Financial Advisor Warning Signs

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.
Bruce Helmer

Newsroom

Personal Fitness is Financial Fitness

Inflation is in-check, and aggressive monetary and fiscal policies globally are likely for several quarters This article was originally published in the Pioneer Press. You may view the article here.
Bruce Helmer

Team locations

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

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

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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.