T.J. van Gerven, ​CFP® Modern Wealth Builders, LLC

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About T.J. van Gerven, CFP®

Hi, my name is Theodore van Gerven, but you can call me TJ!

I’m the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice located in the Greater Boston area.

At MWB, I help people identify what truly matters to them and show them how to use their money to create the life they want.

While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.

Meaning, you don’t have to be located in Massachusetts to work with me.

I started MWB, so I could remove the complexity behind financial planning and work with hard-working, like-minded professionals.

Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach (Martha’s Vineyard), or crafting a finance friendly meme. 🙂

Review our case studies at modernwealthbuilders.com if you’re interested in getting an in-depth description of the types of clients we do our best work for.

You can also schedule your initial phone call and get your free assessment at modernwealthbuilders.com.

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Recently Published

Three Reasons Why Martha’s Vineyard Business Owners Need A Retirement Plan

October 28, 2020

If you’re a Vineyard business owner, you probably earn most of your income from June to September. That may vary depending on your business’s seasonality, but that’s what I’ve witnessed in my experience and conversation with island business owners. Even if your business is profitable enough to support your lifestyle with a reasonable sustainability level, […]

The post Three Reasons Why Martha’s Vineyard Business Owners Need A Retirement Plan appeared first on Modern Wealth Builders, LLC.

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Seven Factors For Determining How To Diversify Concentrated Employee Stock Options

October 19, 2020

One of the most common windfalls of wealth can come from employee equity compensation. Often, this happens when you’ve worked at a private company that experiences an Initial Public Offering (IPO), and the share price appreciates dramatically once it enters the publically traded market. However, you can also experience a windfall with a publically traded […]

The post Seven Factors For Determining How To Diversify Concentrated Employee Stock Options appeared first on Modern Wealth Builders, LLC.

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MWB Turns Two Years Old

October 9, 2020

October 10th marks the official launch anniversary of Modern Wealth Builders, LLC. Each year I like to reflect on my biggest takeaways. My first takeaway is that you know nothing when you first start a business. I look back at my first year and realize all of the wrong things that I focused on. I’m […]

The post MWB Turns Two Years Old appeared first on Modern Wealth Builders, LLC.

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Ideal Clients

  • Gen Y/Millennials
  • Sales Professionals
  • Technology Professionals
  • Travel Enthusiasts

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $450+/qtr

SEC Records

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