Wes Pedersen

July 17, 2026

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.

Jim Richardson

April 02, 2026

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

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.

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.