CFP®, AIF®, CRPC®
Allodium Investment Consultants
Anne Ward is a Principal and Director of Financial Planning at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for affluent individuals and families. She focuses on designing and implementing goal-based, tax-efficient investment strategies to help clients achieve their unique personal financial goals. Anne chairs Allodium's Financial Planning Committee and serves on the Investment, Client Service and Compliance Committees.
Anne graduated Magna Cum Laude with a Bachelor of Business Administration in Finance and Investments and minors in accounting and Spanish. She also earned the Certified Financial Planner™, Chartered Retirement Planning Counselor and Accredited Investment Fiduciary designations. She is presently studying for a Master of Science in Personal Financial Planning to expand her knowledge to better serve her clients. Anne is a NAPFA-registered Financial Advisor through The National Association of Personal Financial Advisors (NAPFA), an exclusive professional association of fee-only advisors with the highest standards of professional competency and client-centered financial planning. She is also an active member of the Financial Planning Association (FPA).
Over the years, Anne has shared her expertise and insight for clients and peers through various speaking engagements as well as in print for numerous publications. For several years, Anne has been honored with the FIVE STAR Wealth Manager recognition as published in Mpls.St.Paul Magazine.
Anne has over 15 years of experience in the financial services industry. In addition to her years as a financial advisor, Anne previously served as a consultant helping investment advisory firms establish and integrate financial planning strategies and software into their investment management services.
Anne lives in in the southern suburbs with her husband, two daughters and son. Like many working mothers, her hobbies include attending her children's activities such as lacrosse and basketball. She also enjoys volunteering for non-profits and is an active member of her church.
Anne Ward's fiduciary obligation is governed by:
We launched Allodium Investment Consultants to provide the very best investment advice and personal service to a limited number of individual and institutional investors.
We believe the best advice is completely objective and aligned with our clients' best interests - without any hint of real or perceived conflicts of interest. To this end, Allodium is a fee-only registered investment advisor that is completely independent from banks, brokerage firms and other financial product providers, and we do not receive commissions for the investment options that we recommend. To further reinforce objectivity, we offer our clients an unrestricted “open architecture” of investment options that are not limited to certain asset classes, product providers and/or investment managers.
To help our clients define and implement prudent investment strategies aligned with their financial goals, we begin by listening. Only after gaining a thorough understanding of each client’s hopes, dreams, challenges, fears, issues, etc. do we propose tailored investment solutions that are appropriate for their unique situation. Our advisory process is based on nationally recognized investment standards and best practices called the Global Fiduciary Standards of Excellence developed by the Foundation for Fiduciary Studies.
Please look around our website to learn more about us. If we offer the type of objective investment advice you’re looking for, we’d enjoy the opportunity to talk with you to see if we can help.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Anne Ward is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Anne Ward is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Anne Ward is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Anne Ward is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Anne Ward is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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