Allodium Investment Consultants, LLC's profile

Certified Financial Planner Minneapolis, MN

Certified Financial Planner Minneapolis, MN
https://allodium.com/our-services/financial-planning.html: Are you looking for a Certified Financial Planner® in Minneapolis, MN? Then get in touch with Allodium Investment Consultants—we are an independent, investment management consulting firm providing investment and financial planning advice to individual and institutional investors. Our firm was founded in 2005, and since then, we have helped many investors with fee-only financial advice. We are a member of the National Association of Personal Financial Advisors (NAPFA). Currently, we are managing around $300 million in long-term investment portfolios. We are an objective fee-only advisor. Hence, we sell no products, and we receive no commissions. We are CEFEX certified to follow the fiduciary best practices in the Prudent Practices for Investment Advisors. We are the first Minneapolis-based investment advisor to receive this certification. Our CEFEX-certified investment approach is based on the “science of investing,” which incorporates peer-reviewed academic research and evidence-based investment strategies. Contact us at (612) 230-3700.
Contact Us:
Allodium Investment Consultants  
500 Washington Avenue South
Suite 4400
Minneapolis, MN 55415  
(612) 230-3700
Certified Financial Planner Minneapolis, MN
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Certified Financial Planner Minneapolis, MN

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