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. 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. CFP Pro | Helping equity compensated employees optimize taxes and plan for financial independence.
While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually. 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. CFP Pro | Helping equity compensated employees optimize taxes and plan for financial independence.
Services
It can be overwhelming when you first start to receive equity compensation, especially if you're working for a startup or a smaller company where they don't have the resources to provide you education on maximizing your equity compensation. From taxes to financial. Here are three times when you should consider working with a financial planner: #1 - You have a major life transition (marriage, divorce, children).
Planning strategies for doing more with your money on the path to financial independence. The DO MORE WITH YOUR MONEY podcast will teach you how to optimize taxes, invest strategically, and plan for financial independence. CFP Pro and fiduciary Financial Planner TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and early retirement.
One flat fee includes financial planning, tax planning, and management of your investment accounts. Have peace of mind knowing your money stays with an established institution you can trust:. TD Ameritrade, Inc. is the firm that I use to custody 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.
Katherine and Eric both have established careers. They just sold their condo in the city and moved to the suburbs, where they bought a home with a yard for the kids. Katherine and Eric are both working professionals interested in seeking a better work-life balance to spend more time with the family.
Reviews (10)
Cade Madison
Nov 29, 2021
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Brittany P.
Aug 20, 2021
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Max Berlow
Jul 14, 2021
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Kendra Lopes
Jun 25, 2021
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My experience with Modern Wealth Builders has been so beneficial. TJ has helped me get organized and is putting forth my financial goals. He is looking out for my best interest and really knows his stuff! He takes the time to walk through getting the tasks done and is very responsive to any questions you have at any time. I highly recommend and would gladly refer him to all of my friends and family.
Ankit Lodaya
Jun 18, 2021
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We have been working with TJ for more than 4 months now. We have learnt a good deal about managing our finances and about the many options available to effectively allocate our money. TJ is very systematic and progresses with our understanding. I appreciate his availability and readiness to answer our very naïve questions. We feel confident after collaborating with him. Highly recommend MWB as we benefited working with him.
Cj Drozd
May 27, 2021
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TJ brings a professional and sound process to the table to build a strong financial foundation. A lot of financial decisions depend upon where a person is at in life and their goals...TJ will take the time to get to know you and your goals to ensure the personal aspects get factored into planning. Since my time working with TJ, I feel much more confident about the current state my of financial affairs and my future outlook is quite promising.
Lamar Moreis
Apr 29, 2021
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I have been working with modern wealth builders for the last two years now and they have drastically improved both my business and my personal finances. Working with modern wealth builders has helped me organize, simplify and grow my wealth. Overall it has been a trustworthy, professional and knowledgeable company to work with. Highly recommend!
Max Walsack
Apr 12, 2021
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Working with MWB has helped tremendously with my overall financial 'peace of mind' & security. As a relatively new grad/member of the Tech workforce, they were able to give me a solid foundation that I know will last for decades to come - between investment strategies and general guidance, no question I had was 'out of bounds' and they really do cater to the individual before anything else.
More than anything, MWB has my best-interest at heart and I feel it more upon each interaction. Could not recommend it any more!
More than anything, MWB has my best-interest at heart and I feel it more upon each interaction. Could not recommend it any more!
Annie Tai
Jul 01, 2020
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Mia Tantillo
Oct 23, 2019
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I've been a client of TJ's for about a year now. Since working with him I am much more confident in the long term financial goals I have set for myself and my ability to reach them. He is incredibly professional, thorough, and knowledgeable. I recommend him to anyone looking for a financial planner.
