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

Should You Early Exercise Your Incentive Stock Options (ISOs)?

September 28, 2022

Tax 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.

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Evaluating Your Tender Offer: Considerations, Tradeoffs, and Planning Opportunitites

August 11, 2022

Receiving 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.

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Five Reasons To Work With A Flat Fee Financial Planner

April 11, 2022

Hiring 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.

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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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