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. 

Resources from our team

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Blog

The election is (mostly) behind us. The COVID finish line appears to be on the horizon in the form of a vaccine. Unemployment is down, and it feels like we are starting to turn a corner. But this is still a recession, and for many, that means contending with job loss.

Blog

Most people discover they have bad credit at the worst possible time. They’ve filled out all the paperwork for a home mortgage or rental application, only to discover their credit score isn’t up to snuff. By then, it’s too late. A little planning now can help ensure your credit is in the best possible place when you need it most. Here are some steps you should take to get your credit in order.

Blog

It’s never easy to talk about money. It’s even harder to talk about what happens to your money when you are gone. For that reason, it is one of the most overlooked aspects of financial planning, even though it is one of the most important. If you haven’t planned your estate, it’s time to start.

Blog

The income you are relying on now will not, by definition, be available to you when you retire. Unfortunately, your bills keep coming. You don’t get to retire those. We don’t think that’s fair, either. Unless you are one of the lucky few that has paid off your mortgage, you are probably looking at continuing to make mortgage payments into retirement. It’s the gorilla in the room. How do you continue to pay something you budgeted for with the money you are making now?

Blog

You’ve been hinting and asking… When are we going to get grandkids? Well, your kids finally called your bluff and a little bundle of joy is on the way. Everyone loves grandkids. All the adorable, and at the end of the day, your kids take them home. Simple, right?

Team locations

Eden Prairie, MN
775 Prairie Center Dr Ste 380, Eden Prairie, Minnesota, 55344

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)

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.