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Minimalist Financial

Minimalist Financial serves people who feel overwhelmed by their finances and are ready to take action.

Financial Services
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Headquarters
Portland, Oregon, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2020Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
1 supported appearance ↗Source: RevenueBase lists
The company at a glance

What does Minimalist Financial do?

The practice uses a three-session process focused on a client's next financial goal. Founder Chad Duncan says he designed the practice based on his own experience with ADHD.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning process

The process provides a picture of a client's financial position and a plan toward their goal.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWMinimalist Financial listed #9 on Financial coaching services, September 19, 2026Open the published source list.
Minimalist Financial

#9 Financial coaching services

Snapshot: September 19, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 19, 2026. How the company lists are built.

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