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

"T.J. helps working professionals make smart decisions with their money to make work optional in the future."

 

Theodore Joseph (T.J.) van Gerven is the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice in the Greater Boston area.

Growing up on the island of Martha’s Vineyard, T.J. felt a strong sense of community and wanted to work with and give back to the people he felt had a significant impact on his journey.

The Vineyard community is unique in both its people and lifestyle. Due to the high cost-of-living and seasonality of the island economy, T.J. helps island community members take the necessary steps to plan for their financial needs.

T.J. also specializes in helping equity compensated professionals manage taxes as it relates to employer stock while being mindful of potential concentration risk.

Helping people identify what truly matters to them and how to use their money efficiently to create the life they want is his passion.

Outside of helping clients perfect their financial plan, T.J. can be found traveling, playing spike ball on South Beach, or crafting a finance friendly meme for his Instagram.

You can learn more about T.J. and Modern Wealth Builders here.

Additional Information

WHY SHOULD I CONSIDER HIRING MODERN WEALTH BUILDERS?

Great question! But first, let me explain why you shouldn’t hire us.

If you’re looking for an advisor who will try to “beat the market” and pick “the best” stocks, you’re in the wrong place. Why? Because we focus on the things that are in our control. Predicting where the stock market is headed, especially in the short term, is not something we can control.

However, if you’re interested in things like investing smartly to solidify your financial future, lowering your tax bill, and maintaining a spending plan, you’re in the right place.

You can learn more about our financial planning strategy and investment philosophy here.

NAPFA Start Date

October 19, 2018

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This Office

7 Beacon Street Unit 7R Woburn, MA 01801 Phone: (508) 687-0723