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How to Get Started with Allodium

Values Meeting

We connect via telephone, a Zoom meeting or an in-person meeting to learn why you are seeking a financial advisor. We will learn more about your situation. You can learn more about our services.

Diagnostic Meeting

We meet to learn more about your family, occupation, background and financial goals. We gather the information that we will need to develop a comprehensive financial plan with a supporting investment strategy.

Proposal Meeting

We meet to present you with a formal financial plan and the supporting investment proposal. We explain investment fees and tax implications and answer any of your questions.

Implementation Meeting

We meet to align on your personalized financial plan. This meeting will allow you to confirm your financial plan and the supporting investment strategy. We will explain the transition process and answer any of your remaining questions. We gather additional information about your preferences and obtain your permission to implement your Allodium portfolio.

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Visit Allodium

Allodium Investment Consultants
500 Washington Avenue South
Suite 4400
Minneapolis, MN 55415


Contact Allodium

Phone: (612) 230-3700
Toll Free: (866) 207-6810
Fax: (612) 230-3714
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Let's Meet

We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.  

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