What Is Modernist Financial?
Modernist Financial is a progressive wealth management firm and certified B Corp founded to help people structure their wealth around their values. Using evidence-based insights, this financial advisor empowers clients and communities to enjoy today while investing in a common future. The firm provides services including Investment Management and Financial Planning for individuals and businesses, tailoring each process to align with a client’s unique values and long-term goals. The focus is not only on capturing market returns but also on building portfolios that fit a long-term plan… all while nurturing long-term relationships.
Main Benefit of Choosing Modernist Financial
Key figures and facts that set this registered investment advisor apart include:
- Certificate: Modernist was recertified in 2023 with an impressive score of 131.1, marking its highest achievement yet.
- Growth: A notable 43.6 point jump since 2020, due to committed improvements in Customer and Community categories.
- Fiduciary Commitment: Operates under a fiduciary model with a legal structure designed to minimize conflicts of interest.
- Fee-Only Structure: Compensation comes solely from clients, ensuring impartial advice, as no commissions, kick-backs, or referral fees are received.
- Expert Guidance: Supported by a certified financial planner (CFP®) network – professionals known for their rigorous financial planning expertise.
Evidence-Based Financial Life Planning
The approach at Modernist Financial is rooted in evidence-based financial decision-making. It is about capturing market returns while furnishing clients with a customized narrative that guides their financial decisions in alignment with personal values. Investment Management and Financial Planning are not one-size-fits-all; rather, each plan is developed to reflect the client’s goals and money story. There’s a focus on building portfolios that work for a long-term vision and encourage the execution of a shared prosperity strategy… an approach that speaks to both seasoned investors and those new to financial planning.
Client Relationships and Personalized On-Boarding
Modernist Financial takes pride in developing lasting relationships through a personalized on-boarding process. New clients are greeted with a narrative that explains their personal journey with wealth—enabling them to make informed financial decisions. The firm’s commitment to a fiduciary and fee-only model means that advisors are always working to benefit the client. This personalized service, combined with a deep understanding of each client’s money story, creates a friendly and engaging atmosphere, where even complex financial planning can feel like a natural conversation over coffee.
Investment Insights and Community Engagement
Beyond traditional financial advising, Modernist Financial operates a lively blog and provides various resources to its community. Investment insights and deep dives into discovering personal money stories become a bridge between pragmatic decision-making and a broader social impact. The engagement extends further with the incorporation of sustainable and social considerations in the investment methodology, evaluating practices that support suppliers with diverse ownership, track workforce diversity, and ensure pay equity analysis. This emphasis on thoughtful investing reinforces the importance of aligning financial strategies with a commitment to broader community well-being.
Project Impact on Sustainable Development
Modernist Financial’s work not only supports individual financial goals but also advances social progress and shared prosperity. The project touches on sustainable development goals (SDGs), contributing to areas such as:
- SDG 1: No Poverty – Empowering individuals with tailored financial planning solutions.
- SDG 8: Decent Work and Economic Growth – Encouraging ethical and sustainable business practices.
- SDG 10: Reduced Inequalities – Ensuring financial advice is accessible and fair.
- SDG 11: Sustainable Cities and Communities – Building solid foundations for communal prosperity.
- SDG 17: Partnerships for the Goals – Collaborating with diverse suppliers and community leaders.
Commitment to Ongoing Improvement and Shared Prosperity
Modernist Financial is on a continuous journey towards excellence and shared progress. As a member of BBPDX, the firm collaborates with like-minded businesses, civic leaders, and community members who share the vision of increased collective prosperity. The recertification achievement in 2023 highlights improvements driven by initiatives such as a purchasing program that favors suppliers with diverse ownership, refined methods for tracking workforce diversity, an insightful pay equity analysis, and updated practices in evaluating social and environmental criteria. This fresh money consciousness—rooted in gratitude, plenty, and generosity—embodies a new era where financial planning meets a deeper understanding of enough. The result is a dynamic approach to investment management that not only focuses on market returns but also champions a future of shared prosperity and lasting impact.
