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

Equity Compensation Tips For RSU And ISO Tax Planning

May 27, 2021

It can be overwhelming when you first start to receive equity compensation, especially if you’re working for a startup or a smaller company where they don’t have the resources to provide you education on maximizing your equity compensation. From taxes to financial planning, the best strategy entirely depends on your individual situation and what you’re […]

The post Equity Compensation Tips For RSU And ISO Tax Planning appeared first on Modern Wealth Builders, LLC.

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When Should You Work With A Financial Planner?

March 25, 2021

  Here are three times when you should consider working with a financial planner:   #1 – You have a major life transition (marriage, divorce, children). Whenever you have a major life transition, there’s typically a lot of money decisions to be made, and you’ll want to have a plan in place. For example, if […]

The post When Should You Work With A Financial Planner? appeared first on Modern Wealth Builders, LLC.

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Episode 33: Understanding Cash Flow – The Most Important Aspect Of Financial Planning

March 24, 2021

Click the following button to listen to the Do More With Your Money Podcast episode on your desired platform:       In today’s podcast, I explain the main components of cash flow, including:   The different components that influence your cash flow How to think about projecting and tracking your cash flow Ideas for […]

The post Episode 33: Understanding Cash Flow – The Most Important Aspect Of Financial Planning 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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