Thoughtfully guided me through all the nuances of the early years of retirement--so many details that I was unaware of. Could not have succeeded without the professional coaching of TJ. I now have confidence in my financial future. Highly recommend.

MWB/TJ is a wealth of financial advice and I feel extremely lucky to have them on my team! No matter what stage of your life you are in, working with Modern Wealth Builders to create a financial plan will be worth its weight in gold.

MWB is quite simply the best financial planning advice for modern investors. TJ knows his stuff, has access to fantastic online tools, and is even familiar with F.I.R.E and other modern money/lifestyle movements. I highly recommend his firm.

I highly recommend working with TJ - his experience and sound advice make him a great advisor for young professionals, whether they're looking to achieve financial independence or just get more intentional about managing their finances.

Can not recommend enough! Having TJ as my financial advisor has made my life so much easier and more productive. Do yourself a favor and set up a meeting. 100% worth it.

We have been working with TJ for more than 4 months now. We have learnt a good deal about managing our finances and about the many options available to effectively allocate our money. TJ is very systematic and progresses with our understanding. I appreciate his availability and readiness to answer our very naïve questions. We feel confident after collaborating with him. Highly recommend MWB as we benefited working with him.

My experience with Modern Wealth Builders has been so beneficial. TJ has helped me get organized and is putting forth my financial goals. He is looking out for my best interest and really knows his stuff! He takes the time to walk through getting the tasks done and is very responsive to any questions you have at any time. I highly recommend and would gladly refer him to all of my friends and family.

TJ brings a professional and sound process to the table to build a strong financial foundation. A lot of financial decisions depend upon where a person is at in life and their goals...TJ will take the time to get to know you and your goals to ensure the personal aspects get factored into planning. Since my time working with TJ, I feel much more confident about the current state my of financial affairs and my future outlook is quite promising.

Working with MWB has helped tremendously with my overall financial 'peace of mind' & security. As a relatively new grad/member of the Tech workforce, they were able to give me a solid foundation that I know will last for decades to come - between investment strategies and general guidance, no question I had was 'out of bounds' and they really do cater to the individual before anything else. More than anything, MWB has my best-interest at heart and I feel it more upon each interaction. Could not recommend it any more!

I have been working with modern wealth builders for the last two years now and they have drastically improved both my business and my personal finances. Working with modern wealth builders has helped me organize, simplify and grow my wealth. Overall it has been a trustworthy, professional and knowledgeable company to work with. Highly recommend!

TJ was recommended to me by a friend, he is very responsive and comprehensive with setting up a investment plan and walking me through it. I don’t know much about financing, but I feel confident and trust that I am in good hands working with him.

TJ is an excellent catalyst for building (and maintaining) a strong financial foundation. His ability to make a complex topic simple is extremely valuable. TJ's response time is often within minutes of an inquiry. I can be an overzealous person. By working with Modern Wealth Builders (MWB), we can breathe easier knowing that we are in good hands. The tools that MWB provides to the client are impressive - automation and savings strategies, Net Worth tracking and retirement planning. An all in one package. MWB philosophy is simple, be as efficient as possible, and let your money work for you. TJ will introduce many sound ideas and savvy tools to help. Dedicated to lifelong learning, TJ is meticulous when it comes to dissecting industry news and technologies. Thank you for giving us the confidence to make our dream of financial freedom a reality. Highly Recommend.

I've been a client of TJ's for about a year now. Since working with him I am much more confident in the long term financial goals I have set for myself and my ability to reach them. He is incredibly professional, thorough, and knowledgeable. I recommend him to anyone looking for a financial planner.

I never pictured myself working with a Financial Planner, especially at this point in my life, but when I started working for a company that provided me with a lot of stock options and benefits I felt in over my head. I reached out to TJ and he walked me through all my options and now helps me take advantage of them in ways that make sense for my current financial/life goals. I don't think I would trust or feel comfortable working with anyone else.

   

I highly recommend Modern Wealth Builders to anyone looking for a Financial Advisor. TJ's financial coaching, planning, consulting and education that he offers is excellent and he is great to work with!