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Helping You Build Net Worth To Make Work Optional

Fee-Only

Modern Wealth Builders, LLC Financial Planning

Fiduciary Advice

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Financial Planning

We provide guidance and coaching to working professionals who want to build their net worth to make work optional in the future. We deliver custom financial planning solutions and help you invest with purpose.

Theodore J. van Gerven, CFP®

Advisor , Modern Wealth Builders

Investment Management

Why Work With Us?

Flat Fee Pricing Combined With Unrivaled Value.

Unlimited client support

We meet with you on a regular basis either in person, by phone, email, or virtually. Whichever is most convenient for you.

Committed To Acting In Your Best Interests

Not all financial advisors are created equal. Being a fiduciary means we’re held to a higher legal standard and are required to ALWAYS provide advice in your best-interest.  We’re advice focused and never sell commission based financial products.

Guidance from a CERTIFIED FINANCIAL PLANNER™

Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*

*Source: www.cfp.net, www.cerulli.com

Custom Tailored Solutions

Personal finance is personal. Our financial and investment plans are uniquely tailored to each client.  Investment portfolios are built on decades of academic research.

Comprehensive Service WITH TRANSPARENT PRICING

One flat quarterly fee includes the management of all your investment accounts + ongoing financial and tax planning. Our service doesn’t stop once we create your financial plan. We help you implement our recommendations and make adjustments as life happens.

Have peace of mind knowing your money stays with an established institution you can trust:

TD Ameritrade Institutional T.J. van Gerven

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other’s services or policies.

Let us help you invest with purpose.

Start Your Free Assessment

Still have questions? Keep reading…

 

how does modern wealth builders make money?

Our firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm. The fee is dependent on your needs and complexity. It is not tied to the value of your investment portfolio.

Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.

One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning. Our goal is to put you in a position to succeed based on your financial resources and long term goals.

Our ultimate goal is to make work optional for you by getting you in a position to be able to live off of your investment portfolio.

Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us.

Do you offer an hourly or one-time project fee option?

We do our best work with people who are looking for an ongoing relationship. However, we do have a hourly and project based option for unique circumstances where it makes sense.

CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?

Absolutely! While many of our clients are located in the Greater Boston area, we work primarily virtually anyways.

We utilize the latest in financial planning technology and video conferencing for hosting ongoing client meetings. Meeting virtually is a great way to make the most of our time together.

How are you different than other financial advisors

There are three really important things about our firm that separates us from others:

1. We specialize in working with high earning young professionals. Most of the industry is geared towards working with retirees.

2. We limit the number of new clients we take on so that we can focus on delivering massive value and a personalized experience to the clients we’ve committed working with.

3. We invest in the latest in financial planning technology to make tracking the progress of your financial journey seamless and rewarding.

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.

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Proud Member Of

FEE ONLY NETWORK T.J. van Gerven
XY Planning Network T.J. van Gerven
NAPFA T.J. van Gerven
T.J. van Gerven CERTIFIED FINANCIAL PLANNER