Hi! We're Bill, Courtney, and Morgan.
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. Here's what we do:
- Financial Planning
- Retirement Planning
- Tax Planning (and Preparation)
- Investment Management
- Socially-Responsible Investment Options
We believe in fair and transparent pricing, which is why we choose to be fee-only advisors. Together, we serve a broad range of clients in our hometowns of Portland, OR and Minneapolis, MN, as well as across the country. Our clients often (but not always) fit one of the following profiles:
Interested in learning more? Setup a free introductory phone call below. Please note: Due to increased demand, and in order to provide high-value service to our current clients, we will not be onboarding any new clients until late Spring/early Summer 2021.