Trailhead Planners, LLC

As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in providing comprehensive, tax-focused financial guidance for high-achieving women, successful entrepreneurs, and legacy-focused retirees. We serve as your financial trail guides, combining deep expertise with personalized attention to help you build lasting wealth and navigate complex financial decisions. As a boutique firm, we prioritize close client relationships with experienced advisors who understand your story and are ready to respond when you need us.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

5151 Industrial Blvd Suite 200 Edina , MN 55439 Phone: (503) 773-9682

Primary Office

5151 Industrial Blvd Suite 200 Edina , MN 55439 Phone: (503) 773-9682

Other Offices

819 SE Morrison St., Suite 220 Portland, OR 97214 Phone: (503) 773-9682