Financial Advisors
Portland, OR
Modernist Financial is a progressive, fee-only wealth management firm and certified B Corp in Portland specializing in values-aligned financial planning and investment management. Founded to help clients structure their wealth around their values, they offer investment services, comprehensive financial planning, tax strategy coordination, charitable giving guidance, and cash flow planning for individuals and businesses. Their evidence-based approach combines professional portfolio management with personalized financial planning that integrates clients' values and long-term goals.
Ideal for: Progressive individuals and business owners seeking values-aligned wealth management, people with inherited wealth or recent business sales, clients who want fiduciary guidance without commission conflicts
Service area: Portland, Oregon and surrounding areas
Fiduciary Fee-Only Model: As a fiduciary and fee-only firm, Modernist receives compensation only from clients with no commissions or kickbacks, ensuring alignment of interests.
Values-Aligned Wealth Structuring: They specialize in helping progressive clients integrate their values into all aspects of wealth management, from investments to charitable giving and community involvement.
Certified B Corporation: Officially a Certified B Corporation since 2017, demonstrating commitment to using business as a force for good.
Address: 707 SW Washington St #910, Portland, OR 97205
Phone: (971) 544-7417
Website: modernistfinancial.com
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