Progressive Values
Progressive
Financial
Planning
You’re a steward of wealth and an advocate for the greater good
And you want to ensure you’re on the right track financially. But you’re also concerned about people, the planet, and politics. How can you ensure you’re responsible with your money — personally, socially, and environmentally?
Nice to Meet You —
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 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.
Who I work with —
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.
Wealth management that cultivates personal security and social impact
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.
Our commitment to an inclusive, holistic approach ensures stewardship beyond the numbers. We ensure your finances echo your values, not just trends.
READY TO PUT YOUR MONEY TO WORK?
Align with your values
Money conversations from someone like you.