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Modernist Financial, LLC

EST. AUM
$113,275,149

CONTACTS

CLIENT ACCOUNTS
264

Firm Details

Metro area Portland, OR
CRD Number 217511
Website modernistfinancial.com
Client types

Overview

Modernist Financial LLC is a U.S.-based registered investment advisory firm that provides financial planning and investment management services. The firm focuses on constructing globally diversified portfolios using low-cost index funds and exchange-traded funds. It serves individuals and families seeking long-term wealth accumulation through disciplined asset allocation strategies. Modernist applies evidence-based investment principles derived from academic research. The firm integrates financial planning with portfolio allocation and ongoing rebalancing. Its approach emphasizes cost efficiency, diversification, and long-term investment discipline.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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