Trailhead Planners, LLC Information

Trailhead Planners is a fee-only, fiduciary financial planning firm built for people standing at a real inflection point: retirement, a business exit, or the transfer of wealth across generations. We work most often with pre-retirees within a year or so of leaving full-time work, business owners preparing to sell or transition their companies, and families navigating multi-generational wealth. Led by partners Morgan Ranstrom, CFA, CFP, CEPA, and Bill Mulvahill, CPA, CFP, CEPA, our team pairs deep tax expertise with comprehensive financial planning. Bill's background in tax and exit planning and our team's Certified Exit Planning Advisor credentials mean we're just as comfortable modeling a Roth conversion as we are advising on the sale of a business. As a boutique firm, we keep client relationships close: you work directly with experienced advisors who know your full financial picture and respond when you need us. And because we're fee-only, we're paid only by our clients, never by commissions on products we recommend. Trailhead is based in Edina, MN, with clients across the country.