MODERNIST FINANCIAL
Modernist Financial is an investment advisory firm that provides investment management, personal financial planning, wealth management, tax planning, business strategy, referrals, resources, and insights, annual tax planning meetings to charitable giving, lending strategies, and day-to-day cash flow planning, money toolkit.
MODERNIST FINANCIAL
Social Links:
Industry:
Advice Business Development Consulting Financial Services Wealth Management
Founded:
2015-01-01
Address:
Portland, Oregon, United States
Country:
United States
Website Url:
http://www.modernistfinancial.com
Total Employee:
1+
Status:
Active
Contact:
+1 971 544 7417
Email Addresses:
[email protected]
Official Site Inspections
http://www.modernistfinancial.com Semrush global rank: 5.55 M Semrush visits lastest month: 1.53 K
- Host name: 198.185.159.145
- IP address: 198.185.159.145
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
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Modernist Financial is a progressive wealth management firm and certified B Corp founded to help people structure their wealth around their values.See details»
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Modernist Financial - LinkedIn
We use evidence-based financial insights to empower our clients & communities to enjoy today while investing in our common future. Our expert services include: Investment Management, …See details»
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Modernist Financial is an investment advisory firm that provides investment management, personal financial planning, wealth management, tax planning, business strategy, referrals, …See details»
Modernist Financial, LLC - Certified B Corporation - B Lab Global
Modernist Financial is building a world where progressive people feel permission to enjoy today while providing a stable financial base for the future. They strive to help clients use their …See details»
Modernist University
Aug 28, 2024 · Stay up to date with what’s happening in the market with insights from our Investment Committee. Read up on ESG investing, values-driven decision-making, and …See details»
Georgia Lee Hussey - Founder & CEO - Modernist Financial
I am the Founder and CEO of Modernist Financial, a B Corp wealth management firm dedicated to helping progressive people structure their wealth around their values. My mission is to build …See details»
Modernist Financial — Better Portland
May 16, 2024 · About Modernist Financial is a progressive wealth management firm and certified B Corp founded to help people structure their wealth around their values. Contact 707 SW …See details»
Modernist Financial's INVESTMENT INSIGHTS - Modernist University
Nov 8, 2024 · Recent articles and updates on Modernist Financial's portfolios, with insights on aligning your progressive values with your investments.See details»
Maximize Your Impact: Charitable Giving Strategies
Dec 8, 2021 · Check out the following strategies with your CPA or planner to help maximize your plan’s impact, not only on your own financial picture but also for the causes most important for …See details»
FREE TOOLS FOR THE PEOPLE — Modernist Financial
Use these tools to better understand your money story, to dig deeper into your financial health and well-being, and to learn the basics of tax planning, behavioral support, and portfolio …See details»
Modernist Financial - Overview, News & Similar companies
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Modernist Financial — Business for a Better Portland
About Us What We Do Membership Events Switchboard DONATESee details»
NEWSLETTERS — Modernist Financial
MODERNIST FINANCIAL®, LLC IS A REGISTERED INVESTMENT ADVISOR firm in the state of oregon. prior to any advisory work conducted outside of Oregon, MODERNIST FINANCIAL® …See details»
FROM THE MODERNIST FINANCIAL INVESTMENT COMMITTEE
Apr 7, 2022 · MODERNIST’S ASSET CLASS INVESTING PORTFOLIOSARE STRATEGICALLY INVESTED WITH A FOCUS ON LONG-TERM PERFORMANCE OBJECTIVES.See details»
Modernist Financial (@modernistfinancial) - Instagram
3,096 Followers, 1,626 Following, 421 Posts - Modernist Financial (@modernistfinancial) on Instagram: "We help progressive people structure their wealth around their values. A certified …See details»
Modernist Financial - Listen on Spotify - Linktree
View ModernistFinancial’s Linktree. Listen to their music on Spotify here.See details»
PRESS INQUIRIES + MEDIA KIT — Modernist Financial
Modernist Financial is a progressive wealth management firm and certified B Corp in Portland, Oregon that helps people align their money with their values.See details»
JOIN OUR TEAM — Modernist Financial
Modernist Financial is a progressive wealth management firm and certified B Corp in Portland, Oregon that helps people align their money with their values.See details»