Saul Baumann
CFP®, AIF®
Allodium Investment Consultants
Investment Consultant
Saul Baumann
CFP®, AIF®
Allodium Investment Consultants
Investment Consultant
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. - Saul Baumann, CFP®, AIF®
Fee-Only Financial Advisor serving Minneapolis, MN area.
Saul Baumann is a Minneapolis, MN fee-only financial planner. Allodium Investment Consultants provides comprehensive wealth management, financial planning, and investment consulting to help high net-worth individuals and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Saul Baumann is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Learn more at www.allodium.com.
Saul Baumann is an investment consultant at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high net worth individuals and families. Saul serves on the Investment, Financial Planning, Fiduciary Consulting and Client Service Committees.
Saul came to Allodium with over eight years of experience in financial planning and investment consulting roles in Twin Cities firms. Saul 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-centric financial planning.
Saul spent a year at Colorado College, before transferring to and earning a bachelor’s degree at Carleton College. He has obtained the CERTIFIED FINANCIAL PLANNER™ certification sponsored by the Certified Financial Planner Board of Standards. To further his professional development and to help him better service clients, he has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies.
Away from work, you’ll find Saul enjoying time with his wife, Khara, and their daughter, Brielle. They live on a family hobby farm in the western suburbs, where they enjoy the outdoors and maintain a large vegetable garden. The garden supports Saul’s passion for cooking and exploring heirloom vegetables. He was a Master Gardener for a number of years, volunteering to help other gardeners with their toughest issues. Saul has been a downhill ski racing coach and enjoys other outdoor activities including canoeing, camping, and photography.
Saul Baumann 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
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Saul Baumann is a NAPFA-Registered Financial AdvisorThe 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.
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Saul Baumann is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Allodium Investment Consultants has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Saul Baumann
Office Locations:
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500 Washington Avenue South
Suite 4400
Minneapolis, MN 55415
