Reviews for Allodium Investment Consultants

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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.

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  Mitchell Trockman

  September 05, 2025

  We have engaged Allodium Investment Consultants as our financial advisors for many years. Their ethical conduct is exemplary. Our portfolio has grown significantly beyond our expectations due to Allodium's approach and discipline. Furthermore, their responsiveness to our service requests is prompt and thorough. We highly recommend Allodium.