Planning for every phase of life.
To do our best work, we need to have a deep understanding of you — it starts with being a good listener. After taking time to learn about you, our CERTIFIED FINANCIAL PLANNER™ professionals identify ways to achieve your goals. We guide you through the process with an integrated suite of services across areas of financial planning, investment management, estate planning, gifting, taxes, insurance, and more.
With our extensive financial planning and investment expertise, Allium provides day-to-day and long-term solutions for families and individuals. Together, we’ll create a personalized plan to reach your goals.
At Allium, we help business owners navigate personal financial changes as their businesses grow. We’ll guide you through important future succession planning decisions so that as your company evolves, you’re ready for it.
We build investment portfolios that reflect your ethics and values. We know how important this is — not only to you and your generous donors but also to your staff and those you serve.
As your fiduciary and investment expert, we provide education, oversight, and ongoing plan management. We help you with plan design and selecting investment options that meet both compliance and quality standards.
Kelsey Bunker, Co—Owner, The Jupiter, A Portland Hotel, Client