TJ van Gerven
CFP®
Modern Wealth Builders, LLC
Financial Planner
TJ van Gerven
CFP®
Modern Wealth Builders, LLC
Financial Planner
Hi, my name is TJ, and I help equity compensated employees optimize taxes, invest strategically, and plan for financial independence. - TJ van Gerven, CFP®
Are you looking for help in managing your employee stock compensation? I help equity compensated employees optimize taxes, diversify concentrated company stock positions, and plan for financial independence.
There are three crucial things about our firm that separates us from others:
1. We specialize in working with equity compensated professionals in their thirties and forties.
2. We limit the number of new clients we take on to focus on delivering massive value and a personalized experience to the clients we’ve committed to working with.
3. We charge one flat fee for ongoing financial planning, tax planning, and investment management.
Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us. We'll show you exactly how we can help you before you pay us a single dollar.
Hi, my name is Theodore van Gerven, but you can call me TJ.
I'm the founder of Modern Wealth Builders, a financial planning firm dedicated to helping equity compensated professionals invest smarter, optimize taxes, and plan for financial independence.
I also host the DO MORE WITH YOUR MONEY podcast where I provide financial planning tips and strategies.
My mission is to 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.
Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on Martha's Vineyard, or crafting a finance-friendly tweet.
Review our case studies if you’re interested in getting an in-depth description of the types of clients we do our best work for.
TJ van Gerven is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Modern Wealth Builders, LLC is a fee-only financial planning and wealth management firm that was founded in 2018.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Ongoing Financial Planning & Wealth Management
- Evidence Based Investment Management
- Life Goal Planning
- New Couple Financial Coaching
- Leveraging Financial Technology
Ideal Clients
- Technology Savvy
- Equity Compensated Professionals
- Young & Growing Families
- New Investors
- Sales Professionals
Working Together
- In-person Meetings
- Virtual Meetings
- Flat Subscription Fee - Month to Month
- No Product Sales
- "No Strings Attached" Initial Discovery Meeting
Professional Designations & Affiliations
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Theodore van Gerven is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Theodore J. van Gerven is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Theodore J. van Gerven is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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TJ van Gerven is Quoted in Investor's Business Daily: "Nine Tips To Ease The Compliance And Registration Process"
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TJ van Gerven is Quoted in MarketWatch: "As Uber stock continues slide, 5 questions all first-time investors should ask right now"
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TJ van Gerven is Quoted in Financial Planning Magazine: "A conflicted question: What is fiduciary advice?"
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TJ van Gerven is Quoted on Yahoo Finance: "Considerations Before Maxing Out Your 401(k)"
Contact TJ van Gerven
Office Locations:
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7 Beacon Street
Unit 7R
Woburn, MA 1801
