TRAILHEAD PLANNERS

At Trailhead Planners, we are a small team of fee-only fiduciaries, proactive planners, financial map makers and enthusiastic money nerds... At Trailhead Planners, we operate as a true team. Our three lead financial planners are equal partners in the firm, which creates an alignment of interest and true sense of partnership... Trailhead Planners help our clients employ Socially Responsible Investing (SRI) or Environmental, Social, and Governance (ESG) factors in their portfolios so their investment choices are coherent with their personal values and aspirations for our global community.

Also known as: Trailhead Planners, LLC

Primary location: Minneapolis United States