Allodium Investment Consultants, LLC
Owner VerifiedBusiness and InvestmentAddress 500 S Washington Ave #4400, Minneapolis, MN, United States 55415
Phone(612) 230-3700
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Wealth Management Firms Minneapolis MN
Need help to manage your wealth? Turn to Allodium Investment Consultants for assistance. We offer comprehensive wealth management services to individuals and families. Call 612-230-3700.
Business on Google Map
Allodium Investment Consultants, LLC
Owner VerifiedBusiness and InvestmentAddress 500 S Washington Ave #4400, Minneapolis, MN, United States 55415
Phone(612) 230-3700
Get Direction
- Business
-
Wheelchair Accessible Entrance
Business Rating & Reviews
Photos from the Web
Recommended 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
5 5 Reviews
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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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Mitchell Trockman
We have engaged Allodium Investment Consultants as our financial advisors for many years. Their ethical conduct is exemplary. Our portfolio has grown significantly beyond our expectations due to Allodium's approach and discipline. Furthermore, their responsiveness to our service requests is prompt and thorough. We highly recommend Allodium.
Business on Google Map
Allodium Investment Consultants, LLC
Owner VerifiedBusiness and InvestmentAddress 500 S Washington Ave #4400, Minneapolis, MN, United States 55415
Phone(612) 230-3700
Get Direction
- Business
-
Wheelchair Accessible Entrance
Business Rating & Reviews
Photos from the Web
Recommended Reviews
-
5
-
4
-
3
-
2
-
1
5 5 Reviews
-
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.
-
Mitchell Trockman
We have engaged Allodium Investment Consultants as our financial advisors for many years. Their ethical conduct is exemplary. Our portfolio has grown significantly beyond our expectations due to Allodium's approach and discipline. Furthermore, their responsiveness to our service requests is prompt and thorough. We highly recommend Allodium.