Trailhead Planners, LLC

Trailhead Planners is a Minneapolis and Portland-based financial planning and investment management firm. Our trail-tested team of financial experts collaborate with successful and on-the-go individuals and families to help develop, execute, and realize their vision of financial freedom. 

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Advisors at this Office

Advisors at Other Firm Offices

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This Office

975 SE Sandy Blvd. Suite 150 Portland, OR 97214 Phone: (503) 773-9682

Primary Office

4816 Nicollet Avenue Minneapolis, MN 55419-5511 Phone: (612) 817-1085

Other Offices

975 SE Sandy Blvd. Suite 150 Portland, OR 97214 Phone: (503) 773-9682