T.J. van Gerven
CFP®
Modern Wealth Builders, LLC
Financial Planner & Wealth Manager
T.J. van Gerven
CFP®
Modern Wealth Builders, LLC
Financial Planner & Wealth Manager
As a fee-only financial planner and investment advisor, my goal is to help you make smart decisions with your money to make work optional. - T.J. van Gerven, CFP®
Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us. One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning.
There are three really important things about our firm that separates us from others:
1. We specialize in working with high earning young professionals. Most of the industry is geared towards working with retirees.
2. We limit the number of new clients we take on so that we can focus on delivering massive value and a personalized experience to the clients we’ve committed working with.
3. We invest in the latest in financial planning technology to make tracking the progress of your financial journey seamless and rewarding.
Theodore Joseph (T.J.) van Gerven is the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice in the Greater Boston area.
Growing up on the island of Martha’s Vineyard, T.J. felt a strong sense of community and wanted the opportunity to work with, and give back to the people he felt had a major impact on his journey.
The Vineyard community is unique in both its people and lifestyle. Due to the high cost-of-living and seasonality of the island economy, T.J. helps island community members take the necessary steps to plan for their financial needs.
T.J. also specializes in helping equity compensated professionals manage taxes as it relates to employer stock while being mindful of potential concentration risk.
Helping people identify what truly matters to them, and how to use their money efficiently to create the life they want is his passion!
You can also connect with T.J. on Twitter: Follow @TJvanGerven
T.J. 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 virtually based 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.
Contact T.J. van Gerven
Office Locations:
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7 Beacon Street
Unit 7R
Woburn, MA 01801