We work with progressive people who have inherited, are positioning their business for sale, or planning for retirement.
We strive to help our clients use their money to build the life they want by engaging in Planning-Driven Wealth Management. We aim to support our clients’ entire financial lives, not just their investment portfolio, so we also make recommendations on bank accounts, real estate and retirement plans.
We are a B Corp, fee-only, fiduciary Registered Investment Advisor. Due to the comprehensive, accountability-focused nature of our work, Modernist is a great fit for folks with investment assets of $3M+. Alternatively, we also work with high-growth social-impact focused entrepreneurs for a minimum annual fee of $36,000 + business financial planning fees.
If this doesn't sound like a good fit for your needs right now, we have some great resources to help you find a financial planner or do-it-yourself!
We are committed to working with our clients for the long term, so we like to create the space to really get to know each other:
Initial Fit call
We’ll schedule a 30 minute phone call to find out more about what you’re looking for, provide more detail about how Modernist supports our clients, and what next steps could look like for us.
Relationship Fit Meeting
If our initial conversation reveals potential, we follow up with an in-person or virtual meeting (no financial commitment required). If you have a life partner or other person who is affected by your financial decisions, we ask that they attend this meeting as well.
We’ll get to know each other through some financial life planning tools, clarify personality fit, review our investment philosophy and compensation. Together, we’ll determine how our Planning-Driven Wealth Management process could help support your goals.
Fit Call
A few days later, we follow-up with a final Fit Call to mutually decide whether you will become a new client of Modernist. If we decide to move forward, we will commence our Onboarding Process as soon as it is convenient for you.