28383518
Print

About Us

Allodium is an employee-owned firm that was created to simplify and improve the financial lives of our clients. We aspire to be the best investment management consulting firm and we work in a professional environment that supports the delivery of high quality advice. Our financial advice is independent, comprehensive and disciplined. We believe the best advice is completely aligned with your objectives without any real or perceived conflicts of interest. As a fee-only  firm, we provide objective investment advice that is not biased by the sale of commission-based investment products. Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients. 

Fee-Only >>

 

  • NAPFA
  • CFP
  • AIF
  • Fee Only
  • CEFEX tm logo 195px trans