Modernist Financial, LLC

Certified B Corporation

Oregon, United States

Certified Since

January 2017


Investment advising


Service with Minor Environmental Footprint

Operates In

United States

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 money to build the life they want by engaging in Planning-Driven Wealth Management. They practice Financial Life Planning, which is a more robust approach to traditional financial planning, aligning their advice with client goals and values. Their onboarding process is quite extensive and can take 1-3 years to complete; it is comprised of multiple Discovery meetings as well as collaboration with trusted allies to address all aspects of your financial life. This encompasses everything from monthly cash flow management to estate planning, proactive tax planning and more. They believe in evidence-based investing, using only low-cost, tax-efficient funds, and give clients the option to build sustainability-conscious portfolios. For high growth, progressive entrepreneur clients, Modernist offers Business Financial Planning. They are a fee-only, fiduciary Registered Investment Advisor - this means they are only compensated by their clients and are legally required to put your interests first.

Overall B Impact Score

Based on the B Impact assessment, Modernist Financial, LLC earned an overall score of 131.1. The median score for ordinary businesses who complete the assessment is currently 50.9.
131.1 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 18.2

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement2.6
Ethics & Transparency5.5
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Workers 36.5

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security11.4
Health, Wellness, & Safety6.8
Career Development7.5
Engagement & Satisfaction7.3

Community 31.4

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion9.4
Economic Impact9.2
Civic Engagement & Giving8.0
Supply Chain Management1.0

Environment 8.8

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management4.2
Air & Climate1.1
Land & Life2.5

Customers 34.2

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship3.5
+ Portfolio Reporting3.7
+ Targeted for Investment5.8
+ Leadership & Outreach6
+ Investment Criteria8.4
+ Portfolio Management2.1

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Previous Overall B Impact Scores

2023 Overall B Impact Score131.1
2020 Overall B Impact Score87.5
2017 Overall B Impact Score93.2

B Labs Logo - Home Link

Sign up to our Insights newsletter, a monthly digest of the latest news on economic systems change from B Lab Global.

We take the security of your data seriously, read our privacy policy for further information. For newsletter communications relating to your local region, please visit Global Partner sites to subscribe.

Copyright © 2024 B Lab. All rights reserved.