Modernist Financial is a progressive wealth management firm and certified B Corp founded to help people structure their wealth around their values.
BELIEVE IN PLENTY. BELIEVE IN ENOUGH.®
fortune magazine: financial strategies From 3 top advisers
“What I find is that when they’re really grounded in their financial plan, really understand their goals, and are very committed to values not only in their investments, but also in their charitable donations, in the way they show up the community, and the way they spend their time, all the areas of wealth really—the investing piece becomes the engine and not the path. Right?”
—Georgia Lee Hussey
THE WORK WE DO
We use evidence-based insights to empower our clients and communities to use their wealth to enjoy today while investing in our common future. Our services include: Investment Management and Financial Planning for individuals and businesses.
We tailor our process to each client’s values and goals, taking pride in the long-term relationships we build.
We also offer referrals, resources, and insights on our Modernist University blog.
HOW WE CAN HELP YOU
Investment Services
We believe in evidence-based financial decision-making. We aim to capture market returns. We build your portfolio to fit your long-term plan.
We know that financial planning and investments are a collaborative, creative, and iterative process.
Financial Planning
Our on-boarding process provides you with a customized narrative and plan that guide your financial decisions in alignment with your values.
We engage your entire financial team in the planning process, from annual tax planning meetings, to charitable giving, to lending strategies, to day-to-day cash flow planning.
Modernist University
We offer a variety of resources for our clients and community, including investment insights, our free Money Toolkit, a lively blog, and deep dives into discovering our Money Stories.
We are building a world where progressive people feel permission to enjoy today while investing in our common future.
Whether you have inherited, sold a business, or retired…
Whether you are new to wealth or long-familiar…
If you want to structure your wealth around your progressive values, we would love to meet you.
FREE TOOLS FOR THE PEOPLE
LEARN MORE ABOUT YOUR RELATIONSHIP WITH MONEY WITH THE TOOLS IN OUR MONEY TOOLKIT
we’ve got high standards
We are advancing a new money consciousness – one borne of gratitude, plenty, generosity, and a deep-felt understanding of enough.
As a fiduciary, we’ve designed our legal structure to minimize conflicts of interest.
As a fee-only firm, we are compensated only by our clients (we receive no commissions, kick-backs, or referral fees).
In 2017, Modernist became a Certified B Corporation® and officially joined the global movement of people using business as a force for good™.
