We use evidence-based financial insights to empower our clients & communities to enjoy today while investing in our common future.

Our expert services include: Investment Management, Financial Planning, & modernist university. we structure our services specifically to each client and we take pride in building long-term relationships. 

We are driven by a vision of financial empowerment that serves our people—those who value creativity and learning, visionaries of every gender and hue, those who are compassionate and kind.
 
Whether you are a progressive who has inherited or you're scaling a high-growth company, or you're an active retiree, your life is about doing what you love. 
 
In order to empower your financial life and help you carry less stress and more joy around your money, we provide personal financial planning, business financial planning, and planning-driven investment management.   
 
We are a fee-only Registered Investment Advisor and a fiduciary. We are compensated only by our clients. We strive to put your needs first and minimize conflicts of interest and we’ve designed our legal structure to ensure this. 

You can view our disclosures at www.modernistfinancial.com/adv.

Modernist Financial

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