A complete list of active advisors currently associated with Trailhead Planners, LLC

Warmer can help you find a great advisor at Trailhead Planners, LLC or one who fits your needs even better.

Trailhead Planners serves individual clients, including high‑net‑worth households, as well as retirement plan sponsors and small business owners, providing ongoing comprehensive financial planning (Guided Wealth Management), discretionary portfolio management, retirement plan consulting, and project‑based planning engagements. Like many supported firms, it delivers portfolio management for individuals and structures advisory compensation on a percentage‑of‑AUM basis while offering narrower, fixed‑fee projects for specific planning needs. The firm operates as a fee‑only, independent adviser and describes a predominantly passive investment approach grounded in Modern Portfolio Theory, using index mutual funds and ETFs within model portfolios and exercising discretionary trading authority when authorized. Clients receive customized planning and at‑least‑quarterly account reviews, with supplemental offerings such as a one‑time ESG investment review and the option to engage third‑party managers for portions of a portfolio. A distinguishing feature of Trailhead Planners is its integration of tax services into advisory work: the firm provides tax planning and, as part of comprehensive engagements, will prepare individual annual tax returns either in‑house or via an outside service provider, an arrangement that is uncommon among similar firms. It also emphasizes business planning for owner‑clients—conducting regular finance meetings, reviewing business financial statements, and helping develop KPIs—blending advisory services for household wealth with hands‑on consulting for small businesses.

To learn more about the advisors currently working at Trailhead Planners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.