Modern Assets

We Work with Women and Families

I’m Marie Thomasson, a fee-only CFP®. We offer integrated wealth management and investment management, and  I do not have an asset minimum to be able to work together, but instead offer a few simple options that allow us to continue working together through all the chapters of your life.

Modern Assets was built on a foundation of community and connection, as a place where women and families can learn to structure their resources - money, time, and energy - to live a better life.