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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Newsroom

Whether you have a school-aged student or have grandkids you are hoping to support, the spiraling costs of a college education can be overwhelming. We’re not going to sugar coat it. It’s bad, and costs are likely to get even worse. But financial planning is about making the impossible, possible. By applying some simple lessons, you can make affording school less daunting for you and the prospective student.

Newsroom

Sometimes life can get in the way of your financial plan. Bruce Helmer offers some tools for navigating the obstacles to your success.   The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 

Newsroom

With the Olympics in full swing, Bruce Helmer talks about how you can apply a track and field approach to your finances.   The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 

Newsroom

Balance, coordination and lots of practice. MCJSECRN754VBGNM2QB5VVCMWULM explains why financial planning is exactly like gymnastics. 

Newsroom

It’s hard to believe it has been five years since the last summer Olympics, and we’ve had an extra year to break out some of our best sports analogies. With that said, what do you have to do to achieve gold? The best bet, and we’ve asked all the experts, is to be Simone Biles. However, we recognize almost none of our readers are Simone Biles. But that doesn’t mean we can’t take some lessons from the different athletes who do compete at the highest level.

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

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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.