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

We help progressive inheritors & entrepreneurs-poised-for-sale structure their wealth around their values, too. This means sustainable investing options, financial life planning, and financial education. It also has to mean that our firm is run in an ethical, conscientious fashion.



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! Click here to read our philanthropy plan.