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.

 

Fiduciary

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. 

 

Georgia Lee Hussey

Founder & CEO, CERTIFIED FINANCIAL PLANNER™

I built Modernist Financial on a foundation of creativity and collaboration, as a place where progressive people can learn to structure their wealth around their values. Modernist is a home for our staff, our clients and our community — it affords us the freedom to think bigger, smarter, and more colorfully; to feel ease and support; to enjoy beauty and creativity in the service of our greater community.  

I believe that relationships are our greatest wealth. I am committed to a partnership-based approach, one in which we are always learning from each other. I come alive when my clients fully express their financial goals and become energized to fulfill them. 

My undergraduate education in sculpture and writing at Sarah Lawrence College taught me to think in a non-hierarchical and cross-disciplinary manner, skills I carry into my work with clients and in the community. In 2010, I decided that my vocation lay outside my studio and went on to earn an Executive Certificate in Financial Planning as well as a CERTIFIED FINANCIAL PLANNER™ designation.  

At Modernist, we believe that aligning our wealth with our progressive values is essential to the greater good of the community. I use my personal resources to #FundMyHeroes, including: Write Around Portland, Southern Poverty Law Center, Oregon Cultural Trust, OPB and the Women’s Foundation of Oregon, among others. I focus my volunteer time as a member of the Money Quotient National Advisory Board and OCF’s Metro Portland Leadership Council. Modernist also became a Work for Art business in the fall of 2015 and a Certified B Corp in 2017. 

Though I was born in the South, grew up in the Midwest, was educated and lived in New York City, Portland is my chosen home. I am inspired by the vibrant creative communities that thrive here, including craft, design, urban planning, food and literature. I love walking, cycling or sketching around this fantastic city with my partner, while living and working in Portland’s beautiful downtown.

Check out my talk, Discovering Our Money Stories at 2018 Woman Up! presented by Portland Monthly [Highlights 3:00]

Full Talk available here.

Liliya Jones

Director of Operations

As Director of Operations, I am focused on structuring the financial planning, investment management, and internal strategic planning processes that help Modernist flourish. I spearheaded Modernist’s B Corp™ certification effort, and am an avid supporter of the conscious capitalism movement. I also enjoy writing and head up much of the firm’s content creation efforts. I was on Modernist’s founding team, having worked in private banking and financial services earlier in my career.

I hold a Bachelor of Arts in Economics from Portland State University as well as a Series 65 Securities License and Paraplanner certification. In college I studied macroeconomics and developed a fascination with the systematic connections between policy, economics, and behavioral science.   

When I’m not working, I prefer being outside and moving through the world – hiking, cycling and running.  In winter, I like to venture out for cultural events and the occasional drawing class. I serve on the Board of the Portland chapter of Women in Insurance and Financial Services, and volunteer with Women’s Foundation of Oregon whenever I can. In the past, I have been a part of Art of LeadershipPortland Office of Youth Violence Prevention, Clackamas County’s Youth and Family Mediation Program and Business for Culture & the Arts Associates Program.

 

MODERNIST PRESS + AWARDS

"Modernist Financial is growing fast by providing wealth management services to an underserved market — creatives." – Portland Business Journal


Portland Business Journal AWARDS

Money Management Firms (2017, 2018)

LGBTQ+ Owned BusinessEs (2018)

Most Generous Corporate Philanthropists - Small Company (2017, 2018)

Woman-Owned BusinessES (2017, 2018)

2018

new york Magazine’s the cut: i’m terrified i’ll still be living with my parents when i’m forty

portland business journal: modernist named 90th largest woman-owned business in oregon & sw washington

new york magazine’s the cut: how to live with student debt without losing your mind

mindful mornings: a conversation with Georgia Lee hussey on how to align your spending with your vision and your values

new york magazine's the cut: How can i stop feeling so guilty about my spending?

portland business journal: modernist named 44th largest money management firm in oregon & sw washington

Portland Business Journal: modernist named 14th largest lgbtq+ owned business in oregon & sw washington

PORTLAND MONTHLY'S WOMAN UP! EVENT: (VIDEOS) DISCOVERING OUR MONEY STORIES, A TALK BY GEORGIA LEE HUSSEY

portland Monthly magazine: Want to figure out your financial life? Better have a vision.

journal of financial planning: why i work in the financial industry by liliya jones

ladies who lovebomb: (Podcast)-georgia lee hussey helps ladies get that cash

 

2017

forbes: three feminists on how to be responsible with money

FINANCIAL ADVISOR MAGAZINE: ARTISTS THAT CROSS OVER TO FINANCIAL PLANNING

refinery 29: how i went from artist to financial planner

Kitces | nerds eye view: becoming b corp certified as a financial advisory firm

The Collective of us: V11. Bold Broads interview with GLH

Forbes: how to think about money as a creative professional

Portland Business journal: Portland firm redefines the 'art' of modern financial planning

BUSTLE: 28 investing tips from experts, because it's never too late to begin 

KITCEs | nerds Eye View: weekend reading for financial planners

GOOD SUPPORT x CONSCIOUS CHATTER: (podcast) - episode 2.0 w/ georgia lee hussey

Sarah Lawrence Magazine: on the job | An Artist with Money

WHERE IS YOUR LIVING ROOM: WHY THE FIDUCIARY RULE MATTERS

WHERE IS YOUR LIVING ROOM: WHAT ARE MONEY STORIES?

 

2016

WILDFANG | FREE SPEECH: (PODCAST) - I CAN'T STAND UNDER YOUR MANBRELLA

Women Rocking Wall Street: (PODCAST) - being a modernist in finance