Morgan Ranstrom

Hi, I’m Morgan. I am a co-founder and fee-only financial planner at Trailhead Planners.

I like to think of myself as a financial map maker for my clients. I work with you to help you assess your current financial situation, map out your destination and help you chart the surest path forward while being mindful of obstacles that may present themselves along the way.

At Trailhead, we are proud to be a small, tight-knit team that believes in offering holistic, tax-focused, and fiduciary financial advice for wealth-building professionals and retirees without ever selling products.

We intentionally keep our practice small so we can proactively serve our clients and be there for them through the ups and downs of retirement.

“Financial planning is analytical, but money is emotional. I enjoy number-crunching, and I love helping people use their money to navigate a life of meaning and purpose.”

Stats:

• Certified Financial Planner™
• CFA^® Charterholder
• Author of Money With Purpose: Receive the Dividends of an Undivided Financial Life
• Blogger at Retire on Purpose
• XY Planning Network
• NAPFA
• Accomplished musician with two studio albums on Spotify and iTunes

I live in Minneapolis, MN, with my wife Naomi and our two children, Alba and Hugo.

I love traveling and exploring new places and have worked, studied in, and traveled through most of the countries in Central and South America.

As a family, we can often be found paddle boarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.