Bill Mulvahill, CFP® CPA

Partner & Lead Financial Planner

Bill Mulvahill is a fee-only financial planner in our Minneapolis office. Bill thinks of himself as a financial trail guide, helping busy professionals to a confident retirement through holistic, tax-focused financial planning. 

Bill has a strong and diverse background in the financial services industry which puts him in a unique position to offer comprehensive financial and tax advice. Prior to joining Trailhead Planners, Bill started his own business, a financial planning firm called Essential Wealth, which shared similar values and a commitment to client service with Trailhead Planners. Essential Wealth and Trailhead Planners merged in early 2020.

Prior to starting his financial planning practice, he was able to build a wealth of experience in both investment research and tax planning that he carries forward into our firm today. Some highlights include: 

  • Master of Business Taxation degree from the University of Minnesota's Carlson School of Management
  • Investment research analyst for RBC Capital Markets' Equity Research group, covering the banking industry immediately following the 2008 financial crisis
  • Senior tax consultant in Deloitte Tax LLP's Private Wealth group
  • Financial planner at Minneapolis Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services  

Bill has a bachelor’s degree in finance from the University of St. Thomas, where he played collegiate golf for four years. 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 following organizations:

Currently, Bill and his wife, Kelly, live in the Minneapolis area with their yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.