MWB Financial Planning

At Modern Wealth Builders, our mission is to empower high-earning millennial couples, including tech professionals, physicians, and solo business owners, to achieve financial flexibility and independence. We understand that managing finances can be overwhelming, especially when dealing with equity compensation, debt optimization, and portfolio withdrawal strategies. That's why we offer personalized financial planning and wealth management services tailored to your unique needs and goals.

Our Services

Our dedicated team of financial experts will work closely with you to create a customized financial plan that aligns with your values and objectives. We offer a range of services, including:

• Quarterly Progress Meetings: Stay on track with regular review sessions to ensure you're meeting your financial goals.
• Life Design Beyond Wealth Accumulation: We'll help you achieve a more fulfilling life by enabling you to use your money in ways that matter most to you.
• Tax Optimization: Proactive tax planning strategies for long-term tax diversification and efficiency.
• Investment Strategy Implementation: Rules-based strategies for capturing market returns and being tax-efficient on the path to financial independence.

Meet Our Founder

T.J. van Gerven, CFP, is a financial advisor and planner, the founder of Modern Wealth Builders, and the host of the podcast, Do More With Your Money. With a passion for helping millennials use money intentionally, T.J. has spent his entire career in the financial services industry as a financial planner. Outside of helping clients with their financial plans, T.J. enjoys practicing Muay Thai, listening to audiobooks, and hanging out with his friends and family.

Our Typical Client Profile

Our ideal clients are high-earning couples with a household income of $300,000+, who receive equity compensation, want to delegate implementation, and value long-term partnerships with a financial expert. They're looking for guidance on how to make the most of their income and want to achieve financial flexibility and independence.

Getting Started

If you're interested in learning more about our services and how we can help you achieve your financial goals, schedule an introductory meeting with us today. We'll review your financial situation and determine if our services are a good fit for you.