WE ARE ADVANCING A NEW MONEY CONSCIOUSNESS—ONE BORNE OF GRATITUDE, PLENTY, GENEROSITY, AND A DEEP-FELT UNDERSTANDING OF ENOUGH.

Four years ago, we decided to launch Modernist Financial because we wanted a financial industry that would be more inclusive and responsive to the needs of all people.

We are so honored by the attention Modernist has been receiving in the community and the press. We couldn’t be happier to see how much our mission is resonating.

Now, we’re building on our momentum by expanding our team to serve our growing community of clients, while modelling a team-based approach to wealth management.

WE ARE BUILDING A WORLD WHERE PROGRESSIVE PEOPLE FEEL PERMISSION TO ENJOY TODAY WHILE INVESTING IN OUR COMMON FUTURE.

We want Modernist to be the change we hope to see in the world.

But change doesn’t happen overnight.

We find that when we’re planning, reflecting on the cycles of nature, and especially the moon, helps us navigate our journey.

Scroll down for the phases we’ve completed and the phases yet to come.

WE INSIST THAT WE CAN ENJOY OUR MONEY AND HONOR OUR VALUES.

It wouldn’t be a birthday without gifts!

Like last year, we’re giving to KairosPDX with a gift of $1000 to grow their policy-influencing work.

KairosPDX is a nonprofit organization focused on delivering excellent, equitable education to underserved children, their families, and their communities. Their mission is to eliminate the persistent racial opportunity gap by cultivating confident, creative, compassionate leaders.

Join us in supporting their work.

eNvision

Define what you want to accomplish.

Modernist Financial was launched in July 2015, with the mission to resist the culture of conformity in finance; to serve clients who desired a more inclusive and responsible financial industry to guide them.

Plan

Decide how to execute your intentions.

We spent that summer building a home for this vision – clarifying a Modernist look and feel, creating physical and digital space, establishing internal processes.

Activate

Begin to execute your plan of action.

The following years focused on staking out our place in the community. We joined the B Corp movement, opened our doors with Modernist Money Stories, and welcomed in new clients.

Refine

Evaluate what is truly working.

Last year, we further clarified our mission – helping people align their wealth with their progressive values. Our public presence grew as our message resonated with others.

Realize

Celebrate what you created.

As we celebrate Modernist’s fourth year, we are ready to step into our full vision of values-driven wealth management. This summer, we are growing our team so we can model comprehensive team-based planning and build a diverse pipeline of talent.

Accelerate

Make time to keep it going.

With the new team in place, we will implement our team-based planning approach. This means two CFPs in every meeting, even more technical expertise, and deeper pro-bono work in the community. Grounded in behavioral finance research, we’re excited to continue iterating on our client processes.

Distill

Deepen your commitment.

The new planning team will position Modernist to take on larger numbers of new clients than ever before and grow our impact. New staff will begin making their mark in the community.

Re-envision

Prepare for the next cycle.

After all that, it will be time to start thinking about the next phase in our journey of promoting progressive values in the financial industry. Whatever that might be, you can trust we will be shooting for the moon!