Reviews for Allodium Investment Consultants

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  Ginger Bollinger

  August 14, 2026

  Our experience as clients of Allodium Investment Consultants has been excellent in every way. The level of professionalism and integrity exhibited by everyone on staff is exemplary. As a result, we have an extremely high level of trust that our best interests are always the firm's highest priority. We highly recommend contacting Allodium if you are looking to hire a firm to help manage your financial assets.

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  Wes Pedersen

  July 17, 2026

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  Rob Gallagher

  April 22, 2026

  Strongly recommended. I recently retired and needed to upgrade my financial advisor services as we moved from acquisition to distribution & long term maintenance. Derek Van Calligan, CFP,® AIF,® CPWA® and team at Allodium resolved this stressful period of time by building a realistic and optimized plan, providing greater and more thoughtful diversification, transparent reporting, and cheerful & prompt service than we had before.

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  Jim Richardson

  April 02, 2026

  Well-considered advice, clear processes, excellent service. Fee-based, working only for you.

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  Margaret Telfer

  September 19, 2025

  Allodium has changed my relationship to money. They take care of our money and of us in careful and thoughtful ways. I recommend them highly if you have some money but don't want to worry about it.