As fiduciary financial advisors, we started Trailhead Planners with a simple mission: To provide comprehensive, tax-focused financial expertise to retirees. Here's what we do: ► Financial Planning ► Retirement Planning ► Tax Planning ► Investment Management ► Socially-Responsible Investment Options 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.
