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.