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Modern Wealth Builders, LLC

Financial planning for high-earning equity-compensated households:

Money is just a tool. At MWB, our mission is to help you maximize your resources to build towards your ideal lifestyle while accomplishing your various goals along the way.

Typical MWB Client Profile:

$300k+ household income

At least one partner receives a form of equity compensation. 

Visit our website at modernwealthbuilders.com to learn more and start your free assessment.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Theodore van Gerven, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Woburn, MA 01801 Phone: (508) 687-0723

Primary Office

Call for an Appointment Woburn, MA 01801 Phone: (508) 687-0723
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