Modernist Financial

Modernist Financial is a financial planner in Portland, OR. The firm operates as a progressive wealth management company and a certified B Corp, founded by Georgia Lee Hussey. It specializes in helping individuals and businesses structure their wealth around their personal values. Core services include investment management, financial life planning, and business financial planning. The firm serves a specific clientele, including inheritors, post-sale entrepreneurs, and retirees who seek to align their financial decisions with their goals for shared prosperity. Modernist Financial holds a perfect 5.00 rating based on client reviews.

The firm approaches financial decision-making with evidence-based insights, aiming to capture market returns while building portfolios that fit long-term plans. Their on-boarding process creates a customized narrative and plan that guides financial decisions in alignment with client values. This planning process engages the client's entire financial team, covering annual tax planning, charitable giving, lending strategies, and day-to-day cash flow. Modernist Financial adheres to the fiduciary standard, meaning it is legally required to act only in the interests of its clients. The firm is compensated solely by its clients and does not accept commissions, kick-backs, or referral fees. For those who may not be a fit as a client, the firm offers a directory of referrals and resources, along with a library of accessible financial tools and investment insights through its Modernist University platform. The team is recruited from outside the financial industry, bringing backgrounds in engineering, non-profits, hospitality, and other fields to approach the work with fresh ideas.

The office is located at 707 SW Washington St #910, situated on Southwest Washington Street. It is a short walk from Southwest Broadway, just 14 meters away. The location is also near several public artworks, including Pile and Untitled, both within 0.1 miles. Oregon State University - Portland is located about 0.1 miles from the office, as is the TriMet Customer Service Center. This placement puts the firm in a central part of Portland, close to educational and civic institutions.

Modernist Financial is a member of BBPDX, a progressive business organization working to build a city with safe transportation, affordable housing, and equitable economic opportunities. The firm's legal structure is designed to minimize conflicts of interest, ensuring that client interests always come before the firm's own. This commitment to accountability and values-driven service distinguishes Modernist Financial in the Portland financial planning sector.

Modernist Financial combines rigorous fiduciary standards with a values-driven approach to wealth management, serving Portland residents who want their financial plans to reflect their broader life goals and community commitments.

Services:

• Business Financial Planning
• Investment Management
• Modernist University
• Personal Financial Planning
• Pro Bono Compensation