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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

Pioneer Press: Women and Wealth: A Values-Based Approach to Planning

Historically, investing and retirement planning have been especially challenging for women. Women live longer than men, highlighting the risk of women outliving their money. Plus, career interruptions from having children can sideline women from their most productive earning years.
Bruce Helmer

Newsroom

Pioneer Press: Train Your Brain to Make Better Money Decisions

According to a recent Bankrate survey, nearly three out of four (74%) of U.S. adults have a financial regret. The most common is not saving early enough for retirement (21%), followed by taking on too much credit card debt (15%) and not saving enough for emergencies (14%).
Bruce Helmer

Newsroom

Pioneer Press: Where's My Stuff? Spring Cleaning Your Estate Plan

After you’re gone, everything you own becomes your “estate.” This includes your house, car, possessions (even pets), investments, and savings. You need to plan for how these assets are distributed after you’re gone by creating an estate plan. It’s also critical that you maintain a secure document that lets loved ones know how to find your important estate planning documents and financial account information when they need to.
Bruce Helmer

Newsroom

Pioneer Press: Is Being a Saver or Spending Wrecking Your Marriage?

More than a third (36%) of adults who are married or in a serious relationship report that money is the single biggest source of stress in their relationship, according to a 2018 Harris Poll/Ally Bank survey. Often, friction can occur when one partner is a saver and the other a spender.
Bruce Helmer

Newsroom

Pioneer Press: The Money Matrix Approach for Sustaining Retirement Income

Most people invest and try to anticipate (or guess) what the stock market, bond market, and interest rates will do, and then change their investment strategy based on where they think the markets are headed. This is a flawed strategy. People who invest based on where they think the stock market, interest rates, or energy prices will go — pick just about any economic variable — will soon become very frustrated.
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.