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Modern Wealth Builders TJ van Gerven, CFP® Woburn, Massachusetts

Helping Equity Compensated Employees Plan For Financial Independence

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Estate Planning
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

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 diversify company stock, optimize taxes, and plan for financial independence.

In 2018 I left the corporate world and launched my firm after deciding I wanted to provide financial planning to like-minded individuals in their thirties and forties.

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.

Professional Designations

  • Certified Financial Planner (CFP)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

7 Beacon Street Woburn MA

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

We offer a free assessment for any prospective client considering our firm. The first step is to schedule a 15-minute phone call. A 15-minute phone call will give us both a chance to make sure your situation matches my expertise. After our call, we offer an additional no-obligation virtual discovery meeting where we take a deeper dive into your financial situation. If I’m not the right financial planner to help you, I’ll happily point you to the right expert for your unique needs.

Offers Investment Management

Yes

About our Firm

MWB was founded in 2018.

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.

Education

Virginia Tech, Economics, Actuarial Science

Awards and Honors

Languages

  • English

Hobbies and Interests

  • Cooking
  • Exercising
  • Music
  • Reading
  • Sports
  • Traveling
  • Writing
  • Yoga

Who We Serve

  • Couples
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

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