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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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Blog

Learning from the Super Bowl for a Super Retirement

Remember the Super Bowl? After this week, it feels like the Kansas City Chiefs’ thrilling comeback victory was months ago. Some people watch the Super Bowl to cheer on their favorite team. Others watch for the advertisements. Some just want an excuse to eat chicken wings.
Bruce Helmer

Blog

Social Security Spousal Benefits: What You Need to Know

Social Security is a program that is a critical source of income for many retirees–in fact, 65% of all beneficiaries receive at least 50% of their income from Social Security.
Bruce Helmer

Blog

Improving Your Financial Fitness

Well, it’s mid-January, which means many of you are hitting the gym in keeping with your New Year’s Resolution for at least a couple more weeks. But this is also a good time to get your finances in shape. You are one year closer to (or further into) retirement, there’s a lot of international market volatility, and you are bound to have some lifestyle changes in the coming year.
Bruce Helmer

Blog

Potential Pitfalls of a Pension Maximization Strategy

The shift away from pensions (also known as defined benefit plans) to 401ks and other employer-sponsored plans (also known as defined contribution plans) is unlikely to abate anytime soon. Yet even as the number of pensions shrinks, there are still a sizeable number of people who are fortunate enough to have a pension as part of their retirement income plan.
Bruce Helmer

Blog

Mortgage-free Retirement: Should it be a Priority?

For many Americans, though, that’s no longer the case. According to the Federal Reserve Survey of Consumer Finances, nearly 30 percent of retired households had mortgages in 2016, compared with less than 10 percent in 1989. For many people, changing economic conditions, increased debt and decreased savings have all made mortgage-free retirement more of a dream than a reality.
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

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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.