Reviews for Allodium Investment Consultants

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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.

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  Susan Hammel

  September 14, 2025

  An early adopter of impact investing, I appreciate the Allodium team for their help spreading the practice of values-aligned investing. By putting clients first, they practice as fiduciaries. You'll have to see for yourself but I appreciate their commitment to transparency and ethics.