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Financial Life
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Allodium Investment Consultants is an independent, fee-only financial advisory firm providing investment advice to individuals and institutions. Our advice is grounded in a fiduciary commitment to always act in our clients’ best interests. We manage over $400 million in assets under management (AUM) and advise on an additional $200 million.
We listen to your hopes and goals for the future, developing individually tailored, evidence-based strategies to reflect your values and objectives.
Founded in 2005, we have helped many investors with thoughtful, fiduciary-driven financial advice. Today, we manage over $400 million in assets and advise on an additional $200 million.
Your goals and financial situation are unique. We take the time to understand your hopes, needs, and perspective, providing customized guidance designed to simplify and improve your financial life through wealth management, financial planning, and investment consulting for individuals and institutions.
As fee-only financial advisors, we provide objective financial advice that is not influenced by commissions or the sale of investment products. We sell no products and receive no commissions.
If you are seeking independent, fee-only advice, you gain a partner focused on clarity, objectivity, and your long-term success.
Our disciplined investment approach follows the Fi360 Global Fiduciary Standard of Excellence, supporting a consistent and thoughtful decision-making process.
Allodium is certified by CEFEX to follow the fiduciary best practices in the Prudent Practices for Investment Advisors and was the first Minneapolis-based investment advisor to receive this certification. Our approach is grounded in the science of investing, incorporating peer-reviewed research and evidence-based strategies.
Our advisors are members of the National Association of Personal Financial Advisors (NAPFA) and we encourage all our CERTIFIED FINANCIAL PLANNER® professionals to become NAPFA-Registered Financial Advisors.
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Established in 2005
Our firm is based in Minneapolis, Minnesota and was established as an independent Registered Investment Adviser in 2005. Since our founding, Allodium has provided fee-only financial advice.
We are an employee-owned firm dedicated to simplifying and improving our clients’ financial lives. Our advice is independent, comprehensive, and disciplined, and aligned with your objectives.
As a fee-only firm, we provide objective investment guidance free from commissions or product sales.
Learn About Allodium
The Informed Investor
Identify common conflicts of interest between the investor and the investment advisor.
The Patient Investor
Timely commentary about questions you may have about investing, the stock market, and current events.
The Financial Planner
Perspective on whether a particular strategy may benefit you by offering some pros and cons.
The Responsible Investor
Provide investors with the latest insights and commentary on responsible investing.
The Disciplined Investor
Explore how the human mind influences our behavior and share evidence-based investing strategies.
The Foundational Investor
Master the fundamentals of managing your money and assets to implement practical strategies.
