Your Financial Planner
Hi, my name is Theodore van Gerven, but you can call me TJ.
I’m the founder of Modern Wealth Builders, LLC, an independent fee-only financial planning practice located in the Greater Boston area.
Tax rates will likely be going up in 2022.
Here are four tax planning tips to consider for 2021 in anticipation of increasing rates: https://modernwealthbuilders.com/four-tax-planning-tips-for-2021/
The benefit of building wealth slowly is that you’re more likely to maintain it.
When you achieve your desired lifestyle, you understand what it takes to sustain it.
The upper hand in negotiation goes to the person who is willing to walk away.
Work towards putting yourself in a position to walk away.
At MWB, I 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.
I started MWB, so I could remove the complexity behind financial planning and work with hard-working like-minded professionals.
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.
My personal Spotify playlist:
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