Boston, Massachusetts Office

720 University Ave
Suite 130
Norwood, MA 02062

Phone: (978) 226-4668

Fax: (339) 502-4440

Meet Our Team

Erica Helmer

Client Relationship Manager

Boston, Massachusetts

Erica Helmer had nearly 20 years of financial services background when she joined EP Wealth Advisors in 2022.
Erica previously served as a Client Services Associate at Minot Wealth Management, LLC, and before that held positions at GW & Wade, LLC, Bank of America Private Wealth Group and Putnam Investments. She enjoys the opportunity that her role at EP Wealth provides to develop relationships and provide excellent service to the firm’s client base.
Erica has three active boys, and her involvement in their school and sports teams ensures she spends many hours on football and lacrosse fields. She also loves running, cooking and reading.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Your Stock Market Volatility Survival Guide: 5 Things to Remember

Author: Clint Camua You can’t always...

How Monte Carlo Simulations Can Help Validate Retirement Success Potential

Senior Vice President, Advisor,...

Is a Roth Conversion the Right Move for Your Tax Strategy?

Roth conversions may help reduce future...

7 Costly Federal Retirement Mistakes to Be Aware of Before You Retire

Federal employees face important...