Families & Individuals

With an intimate understanding of your financial picture, we become your trusted advisor.

Allium Financial flower design


Before anything else, we listen. This empowers us to best identify ways to help you achieve your evolving goals. We collaborate closely with you, becoming a reliable advisor you come to trust. We look at everything from retirement needs, to estate structure, gifting aspirations, investments, succession planning and insurance — and we make sure it’s ALL working for you.

99% of advisors only provide Financial Planning*.

At Allium, we go far beyond that with a comprehensive approach we call Holistic Planning. Here's how it works.

Financial Planning

Our online financial management tool takes financial planning to the next level. Trellis is collaborative, illustrative, secure and real time. We know you’ll love it.

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Investment Management

Managing your portfolio is a full time job — taking advantage of market opportunities, optimizing asset allocation, tax loss harvesting, limiting cost, rebalancing, finding great investment managers. You can do it...or we can.

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Tax and Accounting Services

Closely partnering with your tax advisor allows us to best integrate tax strategy into your financial plan. And if you don’t have a tax advisor in place, we can help with that.

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Legal Services

Legal needs evolve over time. We have a carefully vetted team of strategic legal partners that assist our clients with estate planning, gifting strategies, corporate needs, taxation and other matters. We take pride in our ability to help you navigate through this complex landscape.

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Risk Management

We aim to have your insurance coverage reflect your current life situation and regularly update it to match your needs.

Trustee Services

Our strategic partnerships with professional trustees provide reliable, cost effective fiduciaries to make sure your wishes are executed thoughtfully and responsibly.