T.J. van Gerven, CFP® Modern Wealth Builders, LLC
- 7 Beacon St Unit 7R , Woburn, MA 01801
- (508) 687-0723
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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