Bill Mulvahill, CFP®, CPA Trailhead Planners LLC

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About Bill Mulvahill, CFP®, CPA

As a partner at Trailhead, Bill Mulvahill provides holistic, tax-focused financial planning to help clients in the Minneapolis area organize, grow and protect their assets through life’s transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and I have a legal obligation to provide unbiased and trustworthy financial advice.

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Ideal Clients

  • Medical Professionals
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

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