Boston, Massachusetts Office

720 University Ave
Suite 130
Norwood, MA 02062

Phone: (978) 226-4668

Fax: (339) 502-4440

Erica Helmer

Erica Helmer

Senior Client Relationship Associate

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.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...