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Trail Financial Planning LLC

EST. AUM
$117,334,223

CONTACTS
1

CLIENT ACCOUNTS
606

Firm Details

Metro area Seattle
CRD Number 165063
Website trailfp.com
Client types

Overview

Trail Financial Planning LLC is a fee-only, independent financial planning and investment management firm based in Bellingham, Washington. Founded by John Chesbrough and Elizabeth Snyder, the firm operates as a fiduciary and focuses on serving professionals in helping fields—such as therapists, firefighters, teachers, and medical professionals—along with small business owners and Generation X clients. Its planning approach centers on aligning financial decisions with personal values and supporting clients through major life transitions.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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