Modernist Financial, LLC

Wealth Management

Portland, Oregon

United States

About Modernist Financial

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 we are grateful to B Lab for verifying and acknowledging our commitment to responsible business practices.

The Change We Seek®

The financial industry has a bad reputation when it comes to ethical business practices. See: opposition to the fiduciary requirement, persistent lack of diversity, opaque fees and compensation, as well as outright fraud.

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. Cemented into their business model are practices such as: robust employee benefits, comprehensive financial life planning for clients, regular pro-bono work, consistent charitable giving, and more.

Modernist is working to transform the financial services industry from the inside.

What makes us a better company?

B Impact Report

Certified since: 

January 2017

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

view full reports ยป


Social Media