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.
👨🏼💻 Advisor at MWB Financial Planning
👨🏼🎨 Declared ‘master meme artist’ by @finplanning
📈 Advice in your best interests w/ flat fee pricing.