Marie Thomasson (CFP®)

Marie Thomasson focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Business Owners

Entrepreneurs

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

Inclusive, collaborative wealth management

My clients are women, men and nonbinary folk with progressive values who want to maximize both their assets and their impact. You might be wrestling with the challenge of aligning your finances with your beliefs, ensuring security for yourself and future generations, growing your wealth in sustainable ways, channeling your assets to philanthropy or social impact, and trying to forge a clear path you can feel good about. The financial world is vast, but at Modern Assets, we make it intimate. Every financial strategy has a story, every investment has a purpose, and every client feels seen, heard, and empowered.

Additional Information

I’m Marie Thomasson, CFP®. a fiduciary financial advisor who shares your values At Modern Assets, I've taken my experience of big-fund money management and tailored it to help individuals and families ensure your money not only grows but does so in a way that resonates deeply with who you are. Every person's financial landscape is as unique as their fingerprint. My approach is to listen, understand, and then work with you to craft a financial strategy that reflects who you are and where you want to go.