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Learn About The Planner

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.

My mission is to help people identify what truly matters to them and show them how to use their money to create the life they want.

While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.

Meaning, you don’t have to be located in Massachusetts to work with me.

Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach, or crafting a finance friendly meme 🙂

Review our case studies if you’re interested in getting an in-depth description of the types of clients we do our best work for.

 

Just set an out-of-office vacation responder for the first time in three years.

Next stop Yosemite National Park!

A common problem with exercising ISOs to try to optimize for LTCG is that most people disregard concentration risk with remaining unvested equity.

Don’t keep playing a game you’ve already won to try to save a little bit on taxes.

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T.J. van Gerven

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T.J. van Gerven CERTIFIED FINANCIAL PLANNER