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.
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.
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.
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.