Theodore van Gerven (CFP®)

Theodore van Gerven focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice with Ongoing Management

Millennials

Planning Specialties

Are you a next-gen professional looking to invest to make work optional (financial independence)?

Protect your family, assets, and income?

Manage concentrated employer stock positions?

Plan for your children's education savings?

Create a 'financial fortress' around your primary business or income source?

At MWB, we provide fee-only financial planning and investment management services to Gen Y and Gen X professionals. We are focused on bringing REAL financial planning to the next generation of wealth builders.

For clients in the Greater Boston area, T.J. specializes in helping professionals maximize their employer benefits, while balancing other financial goals such as investing for financial freedom, saving for children’s education, and creating a balanced lifestyle among other things.

At Modern Wealth Builders, T.J.'s goal is to help his clients build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is his passion.

Additional Information

T.J. currently splits his time traveling back and forth between the island of Martha's Vineyard and the Greater Boston area (Burlington), meeting with clients both in-person and virtually. If you’re interested in setting up an Initial Discovery Meeting to see if T.J. is a good fit to help you set and achieve your financial goals, click here.