Giving for Our Birthday

Modernist Financial turned two last month! It’s hard to believe it’s been two years since we set out to realize our vision for a values-centric wealth management firm. We’ve enjoyed every minute of it and are delighted by the success we’ve seen.

Now, as then, we are driven by our desire to help creatives structure their wealth around their values. We have also worked to clarify our own values, and are honoring them as we celebrate our birthday:

To mark the anniversary, we have made a $1000 charitable gift to Portland’s College Possible in the name of our clients and allies. They support low-income students on their path to and through college. Their work perfectly embodies one of our core values: INVEST IN PEOPLE.

In 2016, we gave away 3% of our net profit to charity. We hope to grow our giving, so our success supports the nonprofits that provide much-needed services in education, wellness, and mental health.

We plan to dive into building a charitable giving plan for our business to ensure that our giving is focused, effective, and sustainable. You will be hearing more from us on that later this year.

We’re so proud to be a member of Portland’s thriving community of values-driven businesses, conscious capitalists, and difference-makers; we feel connected, heard, and supported. As a B Corp, we are dedicated to making sure our work supports the change we want to see in the world (and the financial industry).

Thank you for your support of our Modernist dream. We are incredibly grateful.