Modernist Financial is a progressive wealth management firm founded to help people structure their wealth around their values. 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. If you want to structure your wealth around your progressive values, we would love to meet you. We know that financial planning and investments are a collaborative, creative, and iterative process.
We tailor our process to each client's values and goals, taking pride in the long-term relationships we build. If you want to structure your wealth around your progressive values, we would love to meet you. We know that financial planning and investments are a collaborative, creative, and iterative process.
Services
We help progressive inheritors & entrepreneurs-poised-for-sale structure their wealth around their values, too. This means sustainable investing options, financial life planning, and financial education. It also has to mean that our firm is run in an ethical, conscientious fashion. From the beginning, we designed our legal structure to minimize conflicts of interest.
We are building a world where progressive people feel permission to enjoy today while providing a stable financial base for our future. We strive to help our clients use their money to build the life they want by engaging in Planning-Driven Wealth Management. We practice Financial Life Planning, which is a more robust approach to traditional financial planning, aligning our advice with your goals and values.
Investing IS emotional. Which is why we use a data-driven approach to guide our work and your investments. We believe in financial science, and in transparency. That's why we share our methodology openly and encourage you to familiarize yourself with it. From our Investment Committee: Last quarter's insights into performance and financial headlines.
Our holistic take on wealth management is one of the things that sets us apart in the industry. We're hard at work throughout the seasons, taking a big picture approach to your finances and making time and space to communicate. Inherited beliefs and past experiences subconsciously shape your approach to financial decision-making.
If you are an entrepreneur, your personal and business financial lives are deeply intertwined. After completing the work of personal financial planning, we will begin building a bridge that connects them. Just as your personal financial team is key to achieving your goals, we believe entrepreneurial success requires the same support.
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