Modernist Financial, LLC

Modernist Financial is a progressive wealth management firm and certified B Corp based in Portland, Oregon. Founded on the belief that people should structure their wealth around their values, they offer a unique approach to financial planning, emphasizing transparency and a commitment to social good. Their services include investment management, personal financial planning, and business financial planning, tailored to each client's individual goals and aspirations.

Modernist Financial distinguishes itself by its commitment to ethical and sustainable practices. They are fee-only fiduciaries, meaning they are legally obligated to act in their clients' best interests and receive compensation only from their clients. They are also deeply engaged in the community, offering pro bono services to social changemakers and supporting various non-profit organizations. This dedication to social responsibility aligns with their vision of building a world where people can enjoy their wealth while investing in a shared and equitable future.

Modernist Financial does not explicitly state any job flexibility options on their website.

Modernist Financial offers robust employee benefits. These include up to 5 days of paid volunteer time, a 401k plan with employer match, a robust health insurance plan, and the opportunity to work on a pro-bono basis with clients. They also offer a generous paid time off policy and a "Generosity Plan" that allocates a portion of revenue to philanthropic causes.

Modernist Financial is a progressive wealth management firm that helps people structure their wealth around their values. They believe in a new money consciousness rooted in gratitude, generosity, and understanding "enough." Modernist works with clients to create financial plans that align with their personal goals and values, including social impact, environmental responsibility, and charitable giving. Their mission is to empower clients to enjoy their wealth today while investing in a shared, equitable future.

Modernist Financial promotes a culture of progressive values, inclusivity, and social responsibility. They prioritize building a supportive and collaborative work environment, valuing creativity, learning, and a beginner's mind. This is reflected in their commitment to diversity and equity, their dedication to pro-bono work and a generous giving plan, and their open communication about financial practices. They aim to create a space where employees feel empowered to enjoy their work and lives while contributing to a more just and equitable future.

Modernist Financial is committed to fostering a diverse, equitable, and inclusive workplace. They actively recruit from outside the financial industry to bring fresh perspectives and create a welcoming environment for individuals from a range of backgrounds. They prioritize emotional intelligence, creativity, and a commitment to justice in their hiring practices, ensuring a workforce that reflects the values they uphold. Modernist is dedicated to dismantling systemic inequities, both internally and within the wider financial industry, supporting BIPOC and women-led businesses through their referrals and resources program and actively advocating for social change through their Generosity Plan.