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.
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Our experience as clients of Allodium Investment Consultants has been excellent in every way. The level of professionalism and integrity exhibited by everyone on staff is exemplary. As a result, we have an extremely high level of trust that our best interests are always the firm's highest priority. We highly recommend contacting Allodium if you are looking to hire a…
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…
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