Trailhead Planners, LLC

As fiduciary financial advisors, we started Trailhead Planners with a simple mission: To provide comprehensive, tax-focused financial expertise to career-focused professionals and retirees. Our trail-tested team of financial experts collaborates with successful and on-the-go individuals and families to help develop, execute, and realize their vision of financial freedom. 

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

23 NE 18th Ave Portland, OR 97232 Phone: (503) 773-9682