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:
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.
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.
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.