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Theodore van Gerven (CFP®)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Tax Planning

Planning Specialties

"T.J. helps equity compensated employees optimize taxes and plan for financial independence."

 

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.

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.

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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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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Visit Website Download vCard
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
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