Find the Certified Financial Planner™
Who's right for you.

Bryan J. Polley, CFP®

Allodium Investment Consultants

500 Washington Ave S
Ste 2015
Minneapolis, MN 55415
Phone: (612) 230-3708

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth

 

How Planner Charges

Considerations: As a fee-only Financial Advisor, I specialize in investment strategies and comprehensive wealth management for affluent individuals, families, foundations and endowments.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.