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. Via our integrative 3 Steps to Embark Financial Plan and ongoing Trailhead Guided Wealth Management Service, we support you through life’s many transitions while helping you summit all your financial peaks.  Ready to hit the trail?