Alan Rhode

CFP®

Modern Wealth LLC

Founder | CEO | Financial Life Planner | CFP® Pro

Alan Rhode

CFP®

Modern Wealth LLC

Founder | CEO | Financial Life Planner | CFP® Pro

I empower people, like you, to Live Wealthy, through Financial Life Planning. - Alan Rhode, CFP®

Financial Life Planning is the art or human side of Financial Planning. It is a holistic approach that leads with the you, not the money. Through our EVOKE® process, we discover your deepest goals and aspirations.

Financial Life Planning

In Financial Life Planning we discover your deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. 

Then, using a mix of professional and advanced relationship skills, we inspire you to pursue your aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as you accomplish your objectives.

In my mind, I can't be a real fiduciary until I know you. Financial Life Planning is Financial Planning done right.

Investment Management

I develop portfolios that are tailored to your goals, dreams, and level of risk you are comfortable with. I can help you manage your existing investments or design a portfolio from scratch.

Most Financial Planners, Financial Advisors and Investment Professionals only work with you if they invest your money, and a lot of it. Modern Wealth is different! If you choose to manage your own portfolio, while utilizing us for Financial Life Planning, that is fine too!

Schedule an Intro Call

 

Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth LLC, the publisher of Live Wealthy Blog and Founder of the Live Wealthy Society.  

I'm an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and Business Networking International (BNI).

With over a decade of experience, I've helped good people and families achieve what's most important to them at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. I have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, The Fee Only Network, PR Newswire and Ask.com. 

I earned my Bachelor's of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I plan to continue my education by earning the Investments and Wealth Institute's Certified Private Wealth Advisor® advanced designation and The Kinder Institute of Life Planning's Registered Life Planner® designation. 

In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, and spending time with my family and friends. They are everything to me.

Schedule an Intro Call

Alan Rhode is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Modern Wealth LLC

Financial Life Planning is the art or human side of Financial Planning. It is a holistic approach that leads with the you, not the money. Through our EVOKE® process, we discover your deepest goals and aspirations. 

You have dreams for your life that are closely guarded and beliefs about money and your own talents that are unexamined. Those beliefs often frustrate the most well-intentioned financial planning process.

Traditional Financial Planners are more comfortable talking about investments, retirement and have little exposure to the human side of money. Through advanced training as a Registered Life Planner®, I am able to connect the dots between your financial realities and the life you long to live. This ensures that the Financial Plan is intimately connected to the life you most desire.

Our EVOKE® process is truly beautiful and we would love to take you through it. If you're ready to begin, great! Please go ahead and schedule an Intro Call.

Schedule an Intro Call

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Life Planning
  • Financial Planning
  • Investment Management
  • Socially Responsible Investing

Ideal Clients

  • Millennials
  • Generation X
  • Baby Boomers

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Alan Rhode is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Kinder Institute
    Alan Rhode Has Received Training at the The Kinder Institute of Life Planning

    The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.

  • National Association of Personal Financial Advisors (NAPFA)
    Alan Rhode is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Alan Rhode is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Alan Rhode

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Office Locations:

  • 3509 Reading Way
    Huntingdon Valley, PA 19006

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