(Edina, Minnesota / Portland, Oregon) As good stewards of small business ownership, Trailhead Planners empowers individuals and families to make intentional, values-aligned decisions about wealth, business, and legacy.
Led by Bill Mulvahill and Morgan Ranstrom, this team of financial advisors operates more like financial trail guides—walking alongside their clients through every stage of life and business. Their services go beyond traditional portfolio management to include business planning, ESG investment alignment, and long-term family stewardship strategies.
This team views their role not just as fiduciaries, but as stewards—committed to helping clients grow and protect their assets while making a positive impact. With no account minimums and a client-first approach rooted in clarity, transparency, and care, Trailhead Planners brings a practical and principled philosophy to wealth advisory.
In doing so, they exemplify what it means to put stakeholders first: clients, families, communities, and the future.