Modernist Financial is built around our core values: INVITE & INCLUDE, INVEST IN PEOPLE, INNOVATE & ITERATE, DO GOOD WORK & DO IT WELL.

We help creative inheritors & promising entrepreneurs structure their wealth around their values, too. This means sustainable investing options, financial life planning, financial education. But in our opinion, it also has to mean that our firm is run in an ethical, conscientious fashion.

Fiduciary

From the beginning, we designed our legal structure to minimize conflicts of interest. We are compensated only by our clients (we receive no commissions, kick-backs, or referral fees) and adhere to the fiduciary standard. “Fiduciary duty” is a legal requirement to act only in another party’s interests i.e. our clients’ interests have to come before our own. Click here to learn more.

B Corp®

In 2017, Modernist became a Certified B Corporation® and officially joined the global movement of people using business as a force for good™.

This certification reflects our commitment to higher standards of social and environmental performance, transparency, and accountability. Being a B Corp™ means we are legally required to consider the impact of our work on all stakeholders – employees, suppliers, clients, community and the environment. This requirement manifests in many ways: robust employee benefits, comprehensive financial life planning for our clients, regular pro-bono work, consistent charitable giving, and more. 

Click here to learn more about B Corporations and take the assessment for your business!

 

Georgia Lee Hussey

President, Founder, CERTIFIED FINANCIAL PLANNER™

I built Modernist Financial on a foundation of creativity and collaboration, as a place where families and business owners become educated and empowered around money through the process of financial planning. I believe that relationships are our greatest wealth. I am committed to a partnership-based approach, one in which we are always learning from each other. I come alive when my clients fully express their financial needs and become energized to fulfill them. Modernist is a home for our staff, our clients and our community — it affords us the freedom to think bigger, smarter, and more colorfully; to feel ease and support; to enjoy beauty and art.  

My undergraduate education in sculpture and writing at Sarah Lawrence College taught me to think in a non-hierarchical and cross-disciplinary manner, skills I carry into my work with clients and in the community. In 2010, I decided that my vocation lay outside my studio and went on to earn an Executive Certificate in Financial Planning as well as a CERTIFIED FINANCIAL PLANNER™ designation.  

At Modernist, we believe that caring for our wealth is essential to the greater good of the community. I use my resources to support organizations I believe in, including: Write Around Portland, Oregon Cultural Trust, OPB and the Women’s Foundation of Oregon.  I focus my volunteer time as a member of the Money Quotient National Advisory Board and the Oregon Community Foundation's Metropolitan Portland Leadership Council. Modernist also became a Work for Art business in the fall of 2015. 

Though I was born in the South, grew up in the Midwest, was educated and lived in New York City, Portland is my chosen home. I am inspired by the vibrant creative communities that thrive here, including craft, design, urban planning, food and literature. I love walking, cycling or sketching around this fantastic city with my partner while living and working in Portland’s beautiful downtown.

 

Liliya Jones

Director of Operations

At Modernist, we have built a forward-looking, client-focused financial services firm. My role is to add structure to the financial planning and investment management process—outlining steps, managing logistics and tending to details so that our clients can pour their energies into their passions. 

I hold a Bachelor of Arts in Economics from Portland State University as well as a Paraplanner certification. In college I studied macroeconomics and developed a fascination with the systematic connections between policy, economics and behavioral science. I love reading current economic thought and business strategy.   

When I’m not working, I like being outside and moving through the world – hiking, cycling and running. I spend a lot of my time consuming culture and participating in Art of Leadership, the Board of the Portland chapter of Women in Insurance and Financial Services, and Women’s Foundation of Oregon. In the past, I have been a part of Portland Office of Youth Violence Prevention, Clackamas County’s Youth and Family Mediation Program and Business for Culture & the Arts Associates Program.

 

MODERNIST FINANCIAL PRESS

"Modernist Financial is growing fast by providing wealth management services to an underserved market — creatives." – Portland Business Journal

2017

Portland Business journal: Portland firm redefines the 'art' of modern financial planning

BUSTLE: 28 investing tips from experts, because it's never too late to begin. 

KITCES: weekend reading for financial planners

GOOD SUPPORT x CONSCIOUS CHATTER: (podcast) - episode 2.0 w/ georgia lee hussey

Sarah Lawrence Magazine: on the job | An Artist with Money

WHERE IS YOUR LIVING ROOM: WHY THE FIDUCIARY RULE MATTERS

WHERE IS YOUR LIVING ROOM: WHAT ARE MONEY STORIES?

 

2016

WILDFANG | FREE SPEECH: (PODCAST) - I CAN'T STAND UNDER YOUR MANBRELLA

Women Rocking Wall Street: (PODCAST) - being a modernist in finance