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Allodium Investment Consultants, LLC
Officially VerifiedBusiness and InvestmentBusiness on Google Map
Allodium Investment Consultants, LLC
Officially VerifiedBusiness and InvestmentBusiness on Google Map
Allodium Investment Consultants, LLC
Officially VerifiedBusiness and InvestmentBusiness on Google Map
Allodium Investment Consultants, LLC
Officially VerifiedBusiness and InvestmentBusiness on Google Map
Certified Financial Planner Minneapolis MN
Allodium Investment Consultants offers financial planning advice to help individuals and families achieve their financial goals and simplify and improve their financial lives. Call 612-230-3700.
Photos from the Web
Business on Google Map
Allodium Investment Consultants, LLC
Officially VerifiedBusiness and InvestmentBusiness on Google Map
- Business
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Wheelchair Accessible Entrance
Reviews for Allodium Investment Consultants
5 6 Reviews
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5
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4
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3
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2
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1
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Wes Pedersen
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Rob Gallagher
Strongly recommended. I recently retired and needed to upgrade my financial advisor services as we moved from acquisition to distribution & long term maintenance. Derek Van Calligan, CFP,® AIF,® CPWA® and team at Allodium resolved this stressful period of time by building a realistic and optimized plan, providing greater and more thoughtful diversification, transparent reporting, and cheerful & prompt service than we had before.
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Jim Richardson
Well-considered advice, clear processes, excellent service. Fee-based, working only for you.
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Margaret Telfer
Allodium has changed my relationship to money. They take care of our money and of us in careful and thoughtful ways. I recommend them highly if you have some money but don't want to worry about it.
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Susan Hammel
An early adopter of impact investing, I appreciate the Allodium team for their help spreading the practice of values-aligned investing. By putting clients first, they practice as fiduciaries. You'll have to see for yourself but I appreciate their commitment to transparency and ethics.
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5
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4
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3
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2
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1
Reviews for Allodium Investment Consultants
5 6 Reviews
-
5
-
4
-
3
-
2
-
1
-
Wes Pedersen
-
Rob Gallagher
Strongly recommended. I recently retired and needed to upgrade my financial advisor services as we moved from acquisition to distribution & long term maintenance. Derek Van Calligan, CFP,® AIF,® CPWA® and team at Allodium resolved this stressful period of time by building a realistic and optimized plan, providing greater and more thoughtful diversification, transparent reporting, and cheerful & prompt service than we had before.
-
Jim Richardson
Well-considered advice, clear processes, excellent service. Fee-based, working only for you.
-
Margaret Telfer
Allodium has changed my relationship to money. They take care of our money and of us in careful and thoughtful ways. I recommend them highly if you have some money but don't want to worry about it.
-
Susan Hammel
An early adopter of impact investing, I appreciate the Allodium team for their help spreading the practice of values-aligned investing. By putting clients first, they practice as fiduciaries. You'll have to see for yourself but I appreciate their commitment to transparency and ethics.
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