As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in comprehensive, tax-focused financial guidance for high-achieving women, successful entrepreneurs, and legacy-focused retirees. We serve as your financial trail guides, combining deep expertise with personalized attention to help you build lasting wealth and navigate complex financial decisions. As a boutique firm, we maintain close client relationships with experienced advisors who know your story and respond when you need us.

We believe in fair and transparent pricing, which is why we choose to be fee-only advisors who never sell products for commission. Together, we serve the wealth management needs of a broad range of clients in our hometowns of Portland, OR and Minneapolis, MN, as well as across the country.

Trailhead Planners, LLC

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