we’ve got high standards

We are advancing a new money consciousness – one borne of gratitude, plenty, generosity, and a deep-felt understanding of enough.

As a fiduciary, we’ve designed our legal structure to minimize conflicts of interest.

As a fee-only firm, we are compensated only by our clients (we receive no commissions, kick-backs, or referral fees).

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