Believe in plenty. Believe in enough.
At Modernist Financial, we are a progressive wealth management firm and certified B Corp founded on a mission to help people structure their wealth around their values. Our team is dedicated to empowering clients to use their wealth to enjoy today, while investing in a common future.
Our Leadership & Team
Our leadership and team are committed to advancing a new money consciousness, born of gratitude, plenty, generosity, and a deep-felt understanding of enough. We believe in evidence-based financial decision-making and strive to capture market returns. Our fiduciary duty is to act only in the client's interests, ensuring that our investment advice and management services are designed to align with each client's values and goals.
Our Services
Our services include customized investment management and financial planning for individuals and businesses. Each client's portfolio is tailored to their unique values and goals, and we take pride in building long-term relationships with our clients. We also offer referrals, resources, and insights on our Modernist University blog, designed to empower our clients and community to use their wealth to enjoy today while investing in our common future.
Modernist University
Our blog, Modernist University, offers a variety of resources for our clients and community, including investment insights, financial planning tips, and in-depth information on discovering our money stories. We believe in creating a world where progressive people feel permission to enjoy today while investing in our common future.
Certified B Corp
We are proud to be a certified B Corp, officially joining the global movement of people using business as a force for good. We are committed to minimizing conflicts of interest and ensuring that our services are designed to align with our clients' values and goals.
Core Values
Our core values guide our work, including:
- Invite & Include: We foster an inclusive environment where everyone feels valued and heard.
- Invest In People: We believe in empowering our clients and team members to achieve their full potential.
- Innovate & Iterate: We constantly adapt and improve our services to ensure we stay ahead of the curve.
- Do Good Work & Do It Well: We strive to deliver exceptional results while making a positive impact.
Get in Touch
We are thrilled to connect with like-minded individuals and businesses who share our values and vision for a more equitable and prosperous future. Whether you're new to wealth or long-familiar, we invite you to explore our services, resources, and community.
Overall Feedback
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Specific Feedback
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