Trailhead Planners, LLC Employee Directory

Q: What is Trailhead Planners, LLC known for?

Trailhead Planners, LLC was founded in 2016. Trailhead Planners, LLC operates in the Financial Services industry.

Q: How many employees does Trailhead Planners, LLC have currently?

Trailhead Planners, LLC has approximately 5 employees.

Financial ServicesUnited States2-10 Employees

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.

Find Trailhead Planners, LLC employees' phone numbers or email addresses

Trailhead Planners, LLC Global Highlights

North America
5

United States Of America
5

Trailhead Planners, LLC's Leadership

M. F.
Head Of Client Experience
Mobile Phone
Email
C. R.
Co-Founder & Financial Planner
Mobile Phone
Email
M. R.
Co-Founder & Lead Financial Planner
Mobile Phone
Email
B. M.
Partner, Financial Planner
Mobile Phone
Email

Contact profiles from Trailhead Planners, LLC

Name

Title

Contact Info

Location

Last Update

B. M.
Partner, Financial Planner
Mobile Phone
Email
United StatesMinnesota
Nov 10, 2025
C. R.
Co-Founder & Financial Planner
Mobile Phone
Email
United StatesOregon
Oct 19, 2025
M. R.
Co-Founder & Lead Financial Planner
Mobile Phone
Email
United StatesMinnesota
Nov 14, 2025
M. F.
Head Of Client Experience
Mobile Phone
Email
United StatesMinnesota
Oct 20, 2025

Frequently Asked Questions

What is Trailhead Planners, LLC known for?

Trailhead Planners, LLC was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 323 W 48th St, Minneapolis, Minnesota 55419, US. Explore Trailhead Planners, LLC's company overview page for more information.

What is Trailhead Planners, LLC's most common email format?

Trailhead Planners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trailhead Planners, LLC email formats with LeadIQ.

How many employees does Trailhead Planners, LLC have currently?

Trailhead Planners, LLC has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Trailhead Planners, LLC's key employees and leadership?

As of December 2025, Trailhead Planners, LLC's key employees include:

Head Of Client Experience: M. F.
Co-Founder & Financial Planner: C. R.
Co-Founder & Lead Financial Planner: M. R.
Partner, Financial Planner: B. M.

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