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


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

Modernist Financial helps people align their wealth with their values. As a fee-only, fiduciary Registered Investment Advisor, Modernist is only compensated by its clients and is legally required to put clients’ interests ahead of its own. Their work is driven by a set of core values: Invite & Include, Invest in People, Innovate & Iterate, Do Good Work & Do it Well. Modernist is proud to join this global movement of people using business as a force for good™. The certification reflects our commitment to higher standards of social and environmental performance, transparency, and accountability. These values have been at the heart of Modernist’s work from the beginning and they are grateful to B Lab for verifying and acknowledging our commitment to responsible business practices. Modernist was built to be different. They help people structure their wealth around their values. This means sustainable investing, financial life planning, and a focus on education and empowerment. But it also has to mean that the firm itself is run in an ethical, conscientious fashion.

Impact Area Scoresinfo_outline