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Simplify and
Improve Your
Financial Life
Independent Advice
Aligned With Your Goals
Independent, Fee-Only, Fiduciary Advice for Your Financial Life

Allodium Investment Consultants is an independent, fee-only financial advisory firm providing financial planning and investment advice to individuals and institutions. Our advice is grounded in a fiduciary commitment to act in our clients’ best interests. 

We listen to your hopes and goals for the future, developing individually tailored, evidence-based strategies to reflect your values and objectives.

“The ongoing process of planning will keep you headed toward your goals.”

— Carl Richards, The Behavior Gap

Our Services

We provide independent, fee-only investment advice to individuals and institutions, focused on simplifying and improving financial lives.

Financial Guidance Tailored to You

Founded in 2005, we have helped many investors with thoughtful, fiduciary-driven financial advice for more than twenty years. Over that time, we have grown to manage over $576 million in assets and advise on an additional $338 million (as of December 2025).

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 aligns with the Fi360 Global Fiduciary Standard of Excellence, supporting a consistent and thoughtful decision-making process.

Allodium is certified by CEFEX for adherence to the fiduciary best practices found 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.

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 wealth management services for families and individuals, including fiduciary financial planning and investment advisory services, free from commissions or product sales.

Allodium Blogs

These blogs serve as an opportunity to share relevant ideas and important messages with you. We can reach a broad audience and discuss how current events may impact you.

The Patient Investor

Timely commentary about questions you may have about investing, the stock market, and current events.

The Responsible Investor

Provide investors with the latest insights and commentary on responsible investing.

The Disciplined Investor

Explore how the human mind influences behavior and share evidence-based investing strategies.

The Foundational Investor

Master the fundamentals of managing your money and assets to implement practical strategies.

The Informed Investor

Identify common conflicts of interest between the investor and the investment advisor. 

The Financial Planner

Perspective on whether a particular strategy may benefit you by offering some pros and cons.

Our Approach to Fiduciary Advice

Watch this short video to learn how independent, fee-only fiduciary advice can help you make more informed financial decisions. Then explore the resources alongside the video to discover more about our fee-only philosophy, fiduciary approach, and the principles that shape our recommendations.

As a fiduciary, we provide independent advice.

Integrity is a core value at Allodium. We take pride in being an independent fiduciary. Through our high personal fiduciary standard, we strive to be stewards of our clients’ success.

Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients.

Our Alliances