TJ van Gerven, CFP®

Financial Advice For High-Earning Equity Compensated Professionals

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Modern Wealth Builders TJ van Gerven, CFP®

Serving Clients Nationwide

Financial Advice For High-Earning Equity Compensated Professionals

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Areas of Focus

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

About Me

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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

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

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

We offer an intro video call via Zoom for any prospective client considering our firm. The purpose of this Zoom is to get to know your situation and determine if there is a potential fit between your needs and our expertise.

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.

Education

Virginia Tech, Economics, Actuarial Science

Awards and Honors

Languages

  • English

Hobbies and Interests

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

FINRA Lookup

View Disclosure

Who We Serve

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

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