Anne Ward (AIF®, CFP®, CRPC®, MS)

Anne Ward focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Anne Ward is a Certified Financial Planner who specializes in comprehensive financial planning for affluent individuals and families.  She focuses on goal-based, tax-efficient investment strategies, charitable giving, and advanced tax and estate planning concepts.

Additional Information

Anne chairs Allodium's Financial Planning Committee and serves on our Investment and Client Service Committees.  Anne graduated Magna Cum Laude with a degree in Finance and Investments and Minors in Accounting and Spanish. She earned the Certified Financial Planner™ (CFP) and Chartered Retirement Planning Counselor (CRPC) designations through the College for Financial Planning and is an active member of the Financial Planning Association (FPA).

Anne is a frequent public speaker, sharing her expertise and insight with clients and peers through company-sponsored workshops and for organizations such as the FPA. She has contributed to financial industry publications and has written articles for and/or has been quoted in publications such as the Star Tribune, Minnesota Business, Minnesota Monthly and Forbes.com. In 2010 and 2011, Anne was honored with the FIVE STAR Wealth Manager recognition as published in Mpls. St. Paul Magazine.

NAPFA Start Date

April 23, 2012

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This Office

500 Washington Avenue South Suite 4400 Minneapolis, MN 55415-1149 Phone: (612) 230-3700 Fax: (612) 230-3714