Morgan Ranstrom
CFA®, CFP®
Trailhead Planners, LLC
Co-Founder, Financial Planner, Investment Manager
Morgan Ranstrom
CFA®, CFP®
Trailhead Planners, LLC
Co-Founder, Financial Planner, Investment Manager
As fee-only financial advisors, we started Trailhead Planners with a simple mission: to provide comprehensive, tax-focused financial expertise to career-focused professionals and retirees. - Morgan Ranstrom, CFA®, CFP®
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Morgan Ranstrom, Certified Financial Planner™, CFA® Charterholder, and Registered Life Planner™, is the co-founder of Trailhead Planners, a Minneapolis and Portland- based fee-only financial planning and investment management firm. Morgan and the entire trail-tested team at Trailhead Planners collaborate with successful and on-the-go individuals and families to help develop, execute, and realize their vision of financial freedom. Our wealth management services support clients through life’s many transitions while helping them summit all their financial peaks.
Morgan Ranstrom, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may arise along the road. Morgan is proud to work at a firm that believes in offering holistic, tax-focused, and fiduciary financial advice for wealth-building professionals and retirees without ever selling products.
Professional Designations
- Certified Financial Planner® Professional
- CFA® charterholder
- Registered Life Planner™
Personal
Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (Spotify, iTunes) and is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their children, Alba and Hugo, love living in Minneapolis, MN and they can often be found paddle boarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.
“All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Money with Purpose.
Morgan Ranstrom is a Member of the National Association of Personal Financial Advisors
The 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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Trailhead Planners, we believe your advisor shouldn't be a salesperson.
It's difficult enough for busy, career-focused professionals to navigate their way to retirement. Navigating volatile markets, changing tax laws, job transitions, changes to your family, multiple retirement accounts, education costs for children – these are just a sample of the issues that you’ll be facing.
On top of this, it seems that every “financial advisor” you meet with is trying to sell you something.
It shouldn't be so difficult.
As tax-focused financial planners, Trailhead Planners operates with a simple mission: To provide comprehensive, tax-focused financial expertise to career-focused professionals and retirees looking for real advice, not product-sales.
No Commissions. No Sales Targets. Simply Advice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Tax Planning
- Comprehensive Financial Planning
- Retirement Income Planning
- Social Security Claiming Strategies
- Charitable Giving Strategies
- Socially Responsible Investing
- Concentrated Stock Planning
Ideal Clients
- Retirees & Near-Retirees
- Sudden Money Situations
- Medical Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Morgan Ranstrom 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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Morgan Ranstrom is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Morgan Ranstrom 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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Morgan Ranstrom 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.
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Morgan Ranstrom is Quoted in Forbes: "5 Things Wealthy People Invest Their Money Into"
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Morgan Ranstrom is Quoted on The Huffington Post
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Morgan Ranstrom is Quoted on Quicken.com
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Morgan Ranstrom is Quoted on The Huffington Post
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Morgan Ranstrom is Quoted on WiseBread
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Morgan Ranstrom is Featured on BrightScope.com
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Morgan Ranstrom is Mentioned in Morningstar's Advisor Insights
Contact Morgan Ranstrom
Office Locations:
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323 W 48th St
Minneapolis, MN 55419
