T.J. van Gerven, CFP® Modern Wealth Builders, LLC
- 7 Beacon St Unit 7R , Woburn, MA 01801
- (508) 687-0723
- https://www.modernwealthbuilders.com/
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.
Recently Published
Should You Early Exercise Your Incentive Stock Options (ISOs)?
September 28, 2022Tax planning with incentive stock options (ISOs) presents a variety of tradeoffs and potential outcomes depending on when you exercise and how the valuation of the shares changes over time. A common strategy is to exercise ISOs and hold shares one year from exercise (and two years from grant) in order to qualify for the […]
The post Should You Early Exercise Your Incentive Stock Options (ISOs)? appeared first on Modern Wealth Builders.
Evaluating Your Tender Offer: Considerations, Tradeoffs, and Planning Opportunitites
August 11, 2022Receiving a tender offer for a portion of the equity you’ve accumulated in your company can be a tempting proposition that may or may not make sense for you. In this blog post, I’ll be breaking down considerations, tradeoffs, and planning opportunities when evaluating if moving forward with a tender offer makes sense. First, what […]
The post Evaluating Your Tender Offer: Considerations, Tradeoffs, and Planning Opportunitites appeared first on Modern Wealth Builders.
Five Reasons To Work With A Flat Fee Financial Planner
April 11, 2022Hiring a financial advisor to help you manage your life savings is a big decision that shouldn’t be taken lightly. Over the years, the financial advising industry has justifiably earned a poor reputation for the high fees and opaque compensation arrangements that often lead to outcomes not in the client’s best interest. Generally speaking, a […]
The post Five Reasons To Work With A Flat Fee Financial Planner appeared first on Modern Wealth Builders.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Sales Professionals
- Technology Professionals
- Travel Enthusiasts
Ways Advisor Charges
- Quarterly Fee
Fee Options
- Quarterly Fee: $450+/qtr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
