Suzanne Tudor
CFP®, AIF®
Allodium Investment Consultants
Director of Financial Planning & Senior Investment Consultant
Suzanne Tudor
CFP®, AIF®
Allodium Investment Consultants
Director of Financial Planning & Senior 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. - Suzanne Tudor, CFP®, AIF®
Fee-Only Financial Advisor serving Minneapolis, MN area.
Suzanne Tudor is a Minneapolis, MN fee-only financial advisor. 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, Suzanne Tudor is not paid commissions, and has a legal obligation to provide unbiased and trustworthy financial advice. Learn more at www.allodium.com.
Suzanne Tudor is a senior investment consultant and director of financial planning at Allodium Investment Consultants. She takes a consultative approach to helping clients achieve their financial goals. She believes in tax-efficient financial planning and investing, and in developing smart strategies to help clients take advantage of tax laws that may benefit them. Suzanne chairs Allodium’s Financial Planning Committee and serves on the Fiduciary Consulting and Investment Committees.
Suzanne holds a J.D. from Mitchell Hamline School of Law where she emphasized estate planning, tax law and closely held corporations in her course of study. She also holds a Master of Business Administration from the University of St. Thomas. She has obtained the CERTIFIED FINANCIAL PLANNER™ certification sponsored by the Certified Financial Planner Board of Standards. She has also earned the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies, to help her better serve clients.
In addition, Suzanne 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.
Suzanne has over 35 years of experience in various positions in the financial services industry. For the past ten years, she has worked almost exclusively with high-net worth families and business owners to help them strategically develop and carry out their financial, legacy, and philanthropic plans.
Suzanne and her husband live in Plymouth. She enjoys finding calmness in her daily walks on the neighborhood trails. She also loves making home improvements and being a “DIY” person. She has two adult stepchildren and two grandsons who live in the area and she spends a lot of time with her extended family.
Suzanne Tudor 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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Suzanne Tudor 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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Suzanne Tudor 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 Suzanne Tudor
Office Locations:
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500 Washington Avenue South
Suite 4400
Minneapolis, MN 55415
