At Modernist Financial, we believe that structuring our firm’s wealth around our values is essential for our financial and life satisfaction. Philanthropy is an important structural pillar in this effort.

Our core values:

Invite & Include Invest in People Innovate & Iterate Do Good Work & Do it Well

Our desired philanthropic impact:

Move the needle on wealth inequality

Increase the number of Oregonians with access to arts education

Practice intentional giving alongside our clients and business community

To help us live up to our mission, we would love your input...

These are the heroes that need Modernist's money:

These are the heroes that need Modernist's time:

These are the heroes who need a 4-hour pro bono financial workshop:

To further align your firm’s wealth with your values, you should think about:

Sincerely,

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Our core values:

Invite & Include Invest in People Innovate & Iterate Do Good Work & Do it Well

Our desired philanthropic impact:

Move the needle on wealth inequality

Increase the number of Oregonians with access to arts education

Practice intentional giving alongside our clients and business community

To help us live up to our mission, we would love your input...

971 544 7417

EMAIL

707 SW WASHINGTON STREET SUITE 910
PORTLAND OREGON 97205

CAREERS

DISCLOSURE

MODERNIST FINANCIAL®, LLC IS A REGISTERED INVESTMENT ADVISOR firm in the state of oregon. prior to any advisory work conducted outside of Oregon, MODERNIST FINANCIAL® would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.