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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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Blog

Protect Yourself From Tax Scams This Season

By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.
Bruce Helmer

Blog

Staying Cyber-Safe This Holiday Season

By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.
Bruce Helmer

Blog

Financial Planning for Special Needs Families

Overall, there are about 42.5 million Americans who live with disabilities, making up 13% of the population, according to 2021 Census data. This group includes people who have hearing, vision, cognitive, walking, self-care, or difficulties living independently. Not surprisingly, older Americans are significantly more likely than younger adults to have a disability (45% of Americans 75 and older vs.
Bruce Helmer

Blog

Practicing Financial Wellness

There are many definitions of financial wellness, but in our view, it refers to the degree to which you have achieved financial security and freedom of choice for the present and future in four dimensions: budgeting, saving, investing, and planning.
Bruce Helmer

Blog

Last Minute Tax Clinic

Tax Day this year is April 18, 2022, for filing your federal and Minnesota state tax returns. Although your ability to reduce your 2021 taxes became more limited after year-end, there are a few last-minute deductions that could possibly lower your adjusted gross income (AGI). (As always, it makes sense to consult with your tax professional or advisor before making any decisions.)
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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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.