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
- 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.
To learn more about T.J.'s financial planning and investing philosophy, be sure to check out the DO MORE WITH YOUR MONEY podcast, available on Apple Podcasts, Spotify, and SoundCloud.
To learn more about T.J., click here!
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.
Lastly, be sure to check out the DO MORE WITH YOUR MONEY podcast, available on Apple Podcasts, Spotify, and SoundCloud.
NAPFA Start Date
October 19, 2018