Eric Hutchens (AIF®, CFP®, MBA)

Eric Hutchens focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

With 20 years of experience in the financial services industry, I design tax-efficient investment strategies to help clients have the type of retirement that they envision. I am one of three owners in Allodium and serve on our financial planning and investment committees.

For clients with socially responsible investment (SRI) preferences, I am experienced in helping clients align their investments with their personal values.  As an Accredited Investment Fiduciary (AIF®), I have also helped many fiduciaries understand and meet their fiduciary responsibilities in accordance with industry best practices.

Additional Information

I specialize in comprehensive financial planning for affluent individuals and families. As part of an experienced team, I seek to understand each client's unique situation, then design and implement tax-efficient investment strategies to help them achieve their personal financial goals.  Our mission is to simplify and improve the lives of our clients.

I earned a Masters in Business Administration degree from the University of St. Thomas and a Bachelor of Science degree in History from the University of Wisconsin—Madison.  I'm a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).

Prior to joining Allodium, an independent fee-only firm, I was with a well known wealth management firm in the Twin Cities for 15 years and have 20 years of total experience in the field.

I live in the southern suburbs of Minneapolis with my wife, two sons, and german shepherd. I enjoy spending my free time with family, camping, and attending concerts.  I volunteer much of my time and energy at my church where I served on the elder board for many years.

NAPFA Start Date

July 17, 2015

Submit
Submit

This Office

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