SEC CRD #801-135464
Modernist Financial is a fee-only fiduciary wealth management and financial planning firm that provides evidence-based investment management and financial planning services to individuals and businesses, with a focus on aligning wealth strategies with client values and progressive principles.
GEORGIA L. HUSSEY
CHIEF COMPLIANCE OFFICER
📞 (971) 544-7417
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AUM
$113M
Location
PORTLAND, OR
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