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.
5.0 9 reviews
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 firm to help manage your financial assets.
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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