Why The Fiduciary Rule Matters

This winter, Modernist Financial became a Certified B Corporation®. We are very proud to officially join this movement of people using business as a force for good.™ There are many ways to do this as a wealth management firm: offering our clients comprehensive financial life planning and education, investing in employees’ well-being and human capital, promoting inclusion and equity in the industry.

“Fiduciary duty” is a legal requirement to act only in another party’s interests. At Modernist Financial, we designed our legal structure to minimize conflicts of interest from the start. We are compensated only by our clients, which means no other parties or companies pay us referral fees, commissions, or kickbacks. In every case, our clients’ interests have to come before our own.

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