Modern Assets
Progressive Values, Progressive Planning. Together.
Modern Assets helps progressives align their wealth with their deepest values. With impactful investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.
We offer personalized fee-only financial planning and investment management services that empower you to navigate the complexities of wealth while making a positive impact on the world.
Schedule a complimentary call today.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.