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 the next generation of wealth builders make smart decisions with their money. - T.J. van Gerven, CFP®
Are you a next-gen professional looking to invest to make work optional? Protect your family, assets, and income? Plan for your children's education savings? Manage concentrated employer stock positions? At MWB, we focus on life goal planning for high earning professionals like yourself.
Modern Wealth Builders, LLC provides fee-only financial planning and investment management services to professionals in their 20s, 30s, and 40s.
We are focused on bringing REAL financial planning to the next generation of wealth builders.
This is not your father's financial advisor.
Growing up on the island of Martha’s Vineyard, I felt a strong sense of community and wanted the opportunity to work with, and give back to the people I felt had a major impact on my 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, it’s especially crucial that Vineyard community members take the necessary steps to appropriately plan for their financial needs. Island business owners, in particular, have to make sure to maximize their cash flow, as a large portion of their income can come in small time frames.
For clients in the Greater Boston area (particularly Burlington), I specialize in helping professionals maximize their employer benefits, while balancing other financial goals such as saving for a home, investing for retirement/financial freedom, saving for children’s education, and creating a balanced lifestyle among other things.
At Modern Wealth Builders, my goal is to help you build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is My Why.
I currently split my time traveling back and forth between the Vineyard and Greater Boston area meeting with clients both in-person and virtually.
To learn more about me, click here!
To learn more about our financial planning and investing philosophy at Modern Wealth Builders, be sure to check out the DO MORE WITH YOUR MONEY podcast, available on Apple Podcasts, Spotify, and SoundCloud.
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 provides fee-only financial planning and investment management services to professionals in their 20s and 30s.
We are focused on bringing REAL financial planning to the next generation of wealth builders.
This is not your father's financial advisor.
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