Bill Mulvahill

Hi, I’m Bill. I am a partner and fee-only financial planner at Trailhead Planners.

I like to think of myself as a financial trail guide, providing busy professionals with a holistic, tax-focused financial planning strategy to guide them to a confident retirement.

Before merging my own financial planning firm, Essential Wealth, with Trailhead Planners, in 2020, I was lucky enough to have worked in some of the most exciting and diverse areas of the financial planning industry.

This extensive level of experience has given me a vast depth of insights, enabling me to offer comprehensive, financial and tax advice across a wide range of concerns.

“Personal finance is something that has always been very important to me because I’ve seen and experienced the dramatic impact it can have on our lives, both positive and negative. I wanted to use this passion in a way that allowed me to have a direct and positive impact on others.”

Stats

• BBA in Finance – University of St. Thomas
• MBT – University of Minnesota’s Carlson School of Management
• CPA
• CFP^®
• National Association of Personal
• Financial Advisors (NAPFA)
• Alliance of Comprehensive Planners (ACP)
• XY Planning Network
• American Institute of CPAs (AICPA)

Experience Highlights:

• Investment research analyst for RBC Capital Markets Equity Research group, covering the banking industry immediately following the 2008 financial crisis
• Senior tax consultant at Deloitte Tax LLP’s Private Wealth group
• Financial planner at Minneapolis Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services

I live in Minneapolis, with my wife Kelly, son Conor and yellow lab, Max.

I love spending time with my family, playing golf with my wife and going hiking. I am also an avid reader. My wife and I love to travel and go on road trips out west to the national parks.

Someday, I like to think that I could become handy and do more projects around the house, but progress on that has been very slow!