Modernist Financial

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.