Modernist Financial

Modernist Financial is a financial planner in Portland, OR, located at 707 SW Washington St #910. The firm provides investment management, financial life planning, and business financial planning for individuals and businesses, including retirees, post-sale entrepreneurs, and inheritors. Founded by Georgia Lee Hussey, the firm helps clients structure wealth around their values using evidence-based insights. It offers a customized narrative and plan that guide financial decisions in alignment with client values. The planning process engages the client’s entire financial team, covering annual tax planning, charitable giving, lending strategies, and day-to-day cash flow planning. The firm also provides resources through its Modernist University blog, including a free Money Toolkit and investment insights. Modernist Financial is a fee-only fiduciary, compensated only by its clients and receiving no commissions, kick-backs, or referral fees. The firm is a certified B Corp, having received the designation in 2017 and recertified in 2023 with a score of 131.1. Modernist Financial demonstrates these commitments through robust employee benefits, comprehensive financial planning, regular pro-bono work, and ongoing giving via its Generosity Plan. The firm is a member of BBPDX, a progressive business organization working to build a city with safe and efficient transportation, abundant affordable housing, and equitable economic opportunities. The team recruits from outside the financial industry, bringing backgrounds in engineering, non-profits, glass blowing, welding, hospitality, alternative transportation, and the United Nations. Founder Georgia Lee Hussey holds an undergraduate education in sculpture and writing from Sarah Lawrence College. Modernist Financial holds a 5.00 rating based on customer reviews. The firm aims to capture market returns and build portfolios to fit long-term plans, viewing financial planning as a collaborative, creative, and iterative process. Its values-driven approach serves the progressive community of Portland by helping clients use their wealth to enjoy today while investing in a common future.

Modernist Financial sits at 707 SW Washington St #90 in Portland, OR, directly on Southwest Washington Street and just steps from Southwest Broadway. The office is located near public artworks named Pile and Untitled, and is a short walk from Oregon State University - Portland and the TriMet Customer Service Center.

BizScoreAI assigns Modernist Financial a Technical score of 90 out of 100, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also receives a Content Quality score of 75 out of 100 for AI Visibility, meaning the site answers customer questions and describes pages clearly so AI assistants can quote it directly.

Services:

• Business Financial Planning
• Investment Management
• Modernist University
• Personal Financial Planning
• Pro Bono Compensation