Eric Hutchens (AIF®, CFP®, MBA)

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

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

Planning Specialties

Eric Hutchens is a senior investment consultant and chief investment officer at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high net worth individuals and families. With over 20 years of experience in the financial profession, he focuses on designing and implementing goals-based, tax-efficient investment strategies to help clients achieve their unique goals. Eric chairs Allodium’s Investment Committee and serves on the Executive and Financial Planning Committees.

Additional Information

Eric became a shareholder in the firm in 2017 and also currently serves as the secretary and treasurer of the firm’s Board of Managers. Eric is a manager at the firm and oversees both the client service team and the investment consultants. He also leads the CEFEX certification process for Allodium, which incorporates an evidence-based investment approach.

Eric holds a Master of Business Administration from the University of St. Thomas and a Bachelor of Science in history from the University of Wisconsin—Madison. He has earned the Certified Financial Planner (CFP®) designation sponsored by the Certified Financial Planner Board of Standards. He has also been awarded the Accredited Investment Fiduciary (AIF®) designation, sponsored by the Center for Fiduciary Studies, to further his professional development and help him better serve clients. Eric is also a CFA (Chartered Financial Analyst) Level I candidate.

Prior to joining Allodium, Eric spent 15 years with an asset management firm in the Twin Cities, a decade of which he served as a financial planner. Eric

Eric lives in the southern suburbs with his wife, two sons and German shepherd. He enjoys spending his free time with family, attending concerts with his wife, and relaxing by the pool. Eric also volunteers at his church, where he has served on the elder board and has worked on building projects in Honduras

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