Progressive Values
Progressive
Financial
Planning
Wealth Isn't Neutral. Just Ask Elon.
Your financial decisions can either support democracy, social justice, and a sustainable future—or fund corporate greed, authoritarianism, and environmental destruction. At Modern Assets, we help you ensure that your money aligns with your values—not just in theory, but in real, measurable ways. Together, we’ll create a financial strategy that supports your freedom, security, and the world you want to live in.
Nice to Meet You —
I’m Marie Thomasson, CFP® A fiduciary financial advisor who shares your values
I’m Marie Thomasson, CFP®, and I believe financial planning should be a tool for change. At Modern Assets, we don’t just grow wealth—we grow power. Your financial choices can help build a stronger democracy, a more just economy, and a future that reflects your values.
Whether you want to divest from fossil fuels, support progressive businesses, or use your investments to hold corporations accountable, we ensure your money is working toward the world you want to see.
Who I work with —
Inclusive, collaborative wealth management
My clients are women, men and nonbinary folks 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?
Is Your Money Funding A Future You Believe In?
Money conversations from someone like you.