Bill Mulvahill, CFP®, CPA Trailhead Planners LLC

Contact this advisor

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.

Contact this advisor

Ideal Clients

  • Business Executives
  • Tax Planning
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

SEC Records:

Loading...