Saul Baumann (AIF®, CFP®)
Saul Baumann 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
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Saul Baumann is a wealth advisor and financial planning specialist at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high-net-worth individuals and families. Saul became a shareholder in the firm in 2024. He serves on the Investment, Financial Planning and Fiduciary Consulting Committees.
Additional Information
Saul came to Allodium with over eight years of experience in financial planning and investment consulting roles in Twin Cities firms. Saul spent a year at Colorado College, before transferring to and earning a bachelor’s degree at Carleton College. Saul is a CFP® professional having obtained the CERTIFIED FINANCIAL PLANNER(TM) certification sponsored by the Certified Financial Planner Board of Standards.
To further his professional development and to help him better service clients, he has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies.
Away from work, you’ll find Saul enjoying time with his wife, Khara, and their daughter, Brielle. They live on a family hobby farm in the western suburbs, where they enjoy the outdoors and maintain a large vegetable garden. The garden supports Saul’s passion for cooking and exploring heirloom vegetables. He was a Master Gardener for a number of years, volunteering to help other gardeners with their toughest issues. Saul has been a downhill ski racing coach and enjoys other outdoor activities including canoeing, camping, and photography.
NAPFA Start Date
January 12, 2021
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