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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

"Recession Proof" Investing

Recession. Let’s call it what it is. It’s not “the R word”. It’s not a “rough patch”. It’s recession and, per the National Bureau of Economic Research, it is here.
Bruce Helmer

Blog

The New Retiree's Summer Checklist

Whether you retired on New Year’s Day or are retiring next week, the first summer as a retiree is an exciting time. Your days of sitting at work, daydreaming about spending the afternoon in the sun and the warm weather are through. But this first summer of retirement isn’t always as perfect as it might sound. To help you navigate the first dog days away from work, we put together this short list of things to do to get your retirement started on the right foot.
Bruce Helmer

Blog

Your Money: Three Ways to Get Back in the Financial Swing of Things

With all that has been going on with the pandemic and the volatile markets, you’ll be forgiven if you haven’t paid much mind to your retirement goals... By us, at least. We forgive you. The IRS is not so forgiving.
Bruce Helmer

Blog

The 2020 Elections and Your Finances

Now that the candidates are close to set, election season is in full swing. Even more than usual, we’re fielding a lot of calls from clients concerned about what the impact will be on their finances.
Bruce Helmer

Blog

Your Bracket and Stock Picks: Separating the Wrong from the Bad

As you fill out your March Madness bracket this year, allow us to be the bearer of two pieces of bad news. First, betting on your office tournament pool is illegal in the state of Minnesota.
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

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.