Modern Wealth Builders, LLC
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 invest smarter, optimize taxes, and plan for financial independence.
Here are three things you should know about MWB:
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 provide ongoing financial planning, tax planning, and investment management for one flat fee.
Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us.