B Impact Report

Logo for Modernist Financial, LLC

Modernist Financial, LLC

Wealth Management
Certified Since: January, 2017
Location: Portland, Oregon, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

93.2

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Modernist Financial is building a world where progressive people feel permission to enjoy today while providing a stable financial base for our future. They strive to help our clients use their money to build the life they want by engaging in Planning-Driven Wealth Management.

They practice Financial Life Planning, which is a more robust approach to traditional financial planning, aligning our advice with your goals and values. Their onboarding process is quite extensive and can take 1-3 years to complete; it is comprised of multiple Discovery meetings as well as collaboration with trusted allies to address all aspects of your financial life. This encompasses everything from monthly cash flow management to estate planning, proactive tax planning and more. They believe in evidence-based investing, so we use only low-cost, tax-efficient funds, and have the option to build sustainability-conscious portfolios.

For our high growth, progressive entrepreneur clients, we offer Business Financial Planning.

They are a fee-only, fiduciary Registered Investment Advisor - this means we are only compensated by our clients and are legally required to put your interests first.

Impact Area Scoresinfo_outline