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 my passion lies in helping clients achieve financial flexibility and an intentional lifestyle through planning. - TJ van Gerven, CFP®
My focus is on serving professionals, primarily in their thirties and forties, who receive equity as a portion of their compensation and are seeking to maximize their income to plan for financial flexibility and independence.
Get expert advice to maximize your wealth and make informed decisions about your company stock. Receive guidance to better understand tradeoffs between exercising options or diversifying company stock that aligns with your personal financial situation and minimizes regret.
Proactive tax planning: take control of your financial future by factoring in all aspects of your finances and building tax efficiency strategies for long-term success. Considering a sabbatical? Take control of your finances by incorporating proactive tax planning strategies to optimize your wealth and minimize your tax burden during your time away.
Discover a unique pricing structure: our fixed-fee financial planning with investment management provides long-term savings compared to traditional management fees.
Hi there, I’m the founder of MWB, a financial planning firm I started in 2018.
My focus is on serving professionals, primarily in their thirties and forties, who receive equity as a portion of their compensation and are seeking to maximize their income to plan for financial flexibility and independence.
My passion lies in helping clients achieve financial flexibility and an intentional lifestyle through planning.
At MWB, I prioritize working with no more than fifty client relationships to ensure personalized guidance to each client.
Before starting MWB, I studied Economics and Actuarial Science at Virginia Tech.
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
-
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.
-
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.
-
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.
-
TJ van Gerven is Quoted in Investor's Business Daily: "Nine Tips To Ease The Compliance And Registration Process"
-
TJ van Gerven is Quoted in MarketWatch: "As Uber stock continues slide, 5 questions all first-time investors should ask right now"
-
TJ van Gerven is Quoted in Financial Planning Magazine: "A conflicted question: What is fiduciary advice?"
-
TJ van Gerven is Quoted on Yahoo Finance: "Considerations Before Maxing Out Your 401(k)"
Contact TJ van Gerven
Office Locations:
-
7 Beacon Street
Unit 7R
Woburn, MA 1801
