We work with progressive people who have inherited, are positioning their business for sale, or planning to retire.

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 time-intensive, comprehensive, accountability-focused nature of our work, new clients must have investable assets of at least $1,000,000.

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 at Modernist University!

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:

Introductory Call

If you are interested in exploring a relationship, we would love to start with an Introductory Call so we can learn more about you and how we may be able to help.  

Fit Meeting

If our initial conversation reveals potential, we follow up with an in-person meeting that requires no financial commitment.  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. 

This meeting helps us get to know each other, clarify personality fit, and 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.

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

WE ARE DRIVEN BY A VISION OF FINANCIAL EMPOWERMENT THAT SERVES PEOPLE WHO VALUE CREATIVITY AND LEARNING,VISIONARIES OF EVERY GENDER AND HERITAGE, THOSE WHO ARE COMPASSIONATE AND KIND.

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

WE SAY YES TO A SELF-AWARE AND INTEGRATIVE RELATIONSHIP WITH MONEY –ONE THAT NOURISHES ALL AREAS OF LIFE AND OUR COLLECTIVE WELLBEING.WE KNOW THAT OUR GREATEST WEALTH IS OUR PERSONAL RELATIONSHIPS.

WE REJECT STEREOTYPES: CHEAPSKATES, SPENDTHRIFTS, BOOT STRAPS, SILVER SPOONS.

WE STEADFASTLY BELIEVE THAT WE CAN LIVE IN ABUNDANCE WHEN WE UNDERSTAND OUR MONEY STORIES.

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

WE BELIEVE IN PLENTY. WE BELIEVE IN ENOUGH.