Bill Mulvahill
CFP®, CPA, MBT
Trailhead Planners, LLC
Partner & Financial Planner
Bill Mulvahill
CFP®, CPA, MBT
Trailhead Planners, LLC
Partner & Financial Planner
As a fee-only financial planner, my focus is to help you minimize taxes, invest wisely, and build a clear plan for retirement. - Bill Mulvahill, CFP®, CPA, MBT
Fee-Only financial planner located in Minneapolis, MN, serving clients in the Minneapolis area and across the country
Bill Mulvahill, Certified Financial Planner™ and Certified Public Accountant, is a partner at Trailhead Planners, a Minneapolis and Portland- based fee-only financial planning firm.
Trailhead provides tax-focused retirement planning to individuals within ten years of retirement. This includes providing customized financial planning, investment management and tax planning under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bill Mulvahill provides tax-focused retirement planning to individuals within ten years of retirement, focusing on the following areas:
- Goal Setting
- Retirement Income Planning
- Savings & Withdrawal Planning
- Tax Mitigation Strategies
- Coordinated Investment Advice
- Socially Responsible Investment Options
- Charitable Planning
- Social Security Timing
- Insurance Optimization
- Estate Planning
He has a strong and diverse background in the financial services industry that puts him in a unique position to offer comprehensive financial and tax advice. Prior to building his financial planning practice, he spent time working as an investment analyst for a large Wall Street investment bank as well as a senior tax accountant in the private wealth group for a big four accounting firm. After these formative experiences, he took his investment and tax skills to the world of personal financial planning, working as a financial planner for a number of years in the Minneapolis-St. Paul area.
Bill has a bachelor’s degree in finance from the University of St. Thomas and a masters degree in taxation from the University of Minnesota’s Carlson School of Management in Minneapolis, Minnesota. He is a Certified Financial Planner™ and a Certified Public Accountant (CPA) registered with the Minnesota Board of Accountancy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and the American Institute of CPAs (AICPA). Currently, Bill and his wife, Kelly, live in St. Louis Park, Minnesota with their son, Conor, and yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.
As fiduciary financial advisors, we started Trailhead Planners with a simple mission: To provide comprehensive, tax-focused financial expertise to retirees.
Here's how we help:
- Create a Financial Plan To Retire with Confidence
- Develop a Lifetime Income Plan
- Minimize Your Lifetime Tax Bill
- Coordinate Your Investment Strategy with your Retirement Goals
- Align Your Investments with your Ethics and Values
We offer both one-time financial planning options as well as ongoing service options. Together, we are the trusted advisor to over 100 households in our hometowns of Portland, OR and Minneapolis, MN, as well as across the country. Our clients often (but not always) fit the following profile:
- Within 10 years of retirement
- Diligent savers with retirement assets of at least $750k
- Desire to work with a trusted advisor
Many of our clients also have a strong interest in aligning their finances with their personal values through charitable giving or socially responsible investing.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Tax Planning
- Investment Management
- Comprehensive Financial Planning
Ideal Clients
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bill Mulvahill is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bill Mulvahill is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Bill Mulvahill is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bill Mulvahill is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Bill Mulvahill
Office Locations:
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321 W. 48 Street
Minneapolis, MN 55419
