Anne Ward

CFP®, AIF®, CRPC®

Allodium Investment Consultants

Director of Financial Planning

Anne Ward

CFP®, AIF®, CRPC®

Allodium Investment Consultants

Director of Financial Planning

As a fee-only financial advisor, my focus is to offer unbiased and evidence-based investment management services to help you achieve your life goals. - Anne Ward, CFP®, AIF®, CRPC®

(612) 230-3720

Fee-Only Financial Advisor serving Minneapolis, MN area.

Anne Ward is a Minneapolis, MN fee-only financial advisor. Allodium Investment Consultants provides comprehensive wealth management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anne Ward is not paid commissions, and has a legal obligation to provide unbiased and trustworthy financial advice. Learn more at www.allodium.com.

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 Executive, Investment, Client Service and Fiduciary Consulting Committees.

Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning from the College for Financial Planning, which expands her knowledge to better serve her clients. Anne believes in life-long learning and has earned the Accredited Investment Fiduciary® (AIF®), Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Master Planner Advanced Studies (MPAS®) designations. Anne is a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centered financial planning. She is also an active member of the Financial Planning Association (FPA®).

Anne has nearly 20 years of experience in the financial services industry. Anne shares her expertise and insight for clients and peers through various speaking engagements and in print for numerous publications. One of her favorite topics is sustainable and socially responsible investing (SRI). For several years, Anne has been honored with the FIVE STAR Wealth Manager recognition as published in Mpls.St.Paul Magazine.

Anne lives 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, dance and horseback riding. She also volunteers for nonprofits and is an active member of her church. She enjoys service to others and plans a monthly volunteer project for girls at her church. Learn more about Anne at www.allodium.com/about/meet-the-team.

Anne Ward is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to a limited number of individual and institutional investors. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium was the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the Prudent Practices for Investment Advisors. The firm was established as an independent Registered Investment Advisor in 2005. Investment advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. Wealth Management services are best suited for portfolios greater than $1 million. Learn more at www.allodium.com.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Wealth Management
  • Financial Planning
  • Fiduciary Consulting
  • Fiduciary Management

Ideal Clients

  • Professionals
  • Inheritors
  • Business Owners
  • Entrepreneurs
  • Trustees

Working Together

  • Fee-Only Advice
  • Fiduciary Standard
  • Complimentary Initial Consultation
  • In-Office Meetings
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anne Ward is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    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.

  • Accredited Investment Fiduciary®
    Anne Ward is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • CRPC - Chartered Retirement Planning Counselor
    Anne Ward is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a 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.

  • Financial Planning Association
    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.

Contact Anne Ward

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Office Locations:

  • 500 Washington Avenue S.
    Suite 4400
    Minneapolis, MN 55415

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