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.
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 highlights
Wheelchair Accessible Entrance
Business profile
Primary categoryInvestment service
PlaceMinneapolis, MN
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Reviews
5.0
9 reviews
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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