Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Helmer Team

775 Prairie Center Dr Ste 380

Eden Prairie,

MN

55344

helmer-info@wealthenhancement.com

View map

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

00541000002oBBkAAM

Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show

Eden Prairie, MN

Client Service Team

00541000002oBCmAAM

Tammy Grochowski

Client Service Associate

Eden Prairie, MN

00541000002oBDLAA2

Nicole Evenski

Financial Planner

Eden Prairie, MN

Elise Blake

Client Service Associate

Eden Prairie, MN

Resources from our team

Filters
Filters

Blog

4 Simple Estate Planning Tips

Many people believe they’re not “rich enough” to have an estate plan, but estate planning isn’t just about how much money you have. So, what is estate planning about?At a high level, it’s about making things easier for your heirs. Generally, it involves activities such as:
Bruce Helmer

Blog

3 Moves to Make in the 3 Years Before Retirement

Life’s major milestones—graduations, births, weddings and cross-country moves—all require a certain amount of preparation. Retirement is no different. That’s why it’s important to meet with a financial advisor several years before you retire so you can jump right into the retired life once you’re ready.If you’re thinking about retiring sometime in the next three years, you should consider these three things:
Bruce Helmer

Blog

3 Factors that May Force You Into an Early Retirement

Every year, the pollsters at Gallup survey workers to ask them at what age they expect to retire. Back in the mid-90s, nearly half of respondents expected to retire before their 65th birthday, and only 14% expected to retire when they were over 65.
Bruce Helmer

Blog

5 Things to Consider in Countdown to Retirement

The business of giving financial advice has changed dramatically over the past 30 to 40 years. When Peg and I started, the relationship was mostly transactional: investors came to you to help them pick stocks and manage portfolios. At most firms, the emphasis was on “beating the market” and finding the next “hot stock.” Financial planning was nowhere to be found.
Bruce Helmer

Blog

5 Financial Planning Tips for Singles

As a single person, it’s critically important to be sure that you’re on top of your financial plan for retirement. Your financial responsibility rests squarely on your shoulders–and that can undoubtedly be a big burden to bear. Here’s what to look out for when you’re single and planning for retirement.
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:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

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.