Alan Rhode

CFP®, CPWA®, RLP®

Modern Wealth LLC

Founder | CEO | Wealth Advisor | Financial Planner

Alan Rhode

CFP®, CPWA®, RLP®

Modern Wealth LLC

Founder | CEO | Wealth Advisor | Financial Planner

EVOKE® Financial Life Planning is what real Financial Planning should be. In my mind, without going through the EVOKE® process, you can't be a real fiduciary. - Alan Rhode, CFP®, CPWA®, RLP®

ꜰᴇᴇ ᴏɴʟʏ ꜰɪɴᴀɴᴄɪᴀʟ ᴀᴅᴠɪꜱᴏʀ ᴘᴀʀᴛɴᴇʀɪɴɢ ᴡɪᴛʜ ɢᴇɴ x ᴇɴᴛʀᴇᴘʀᴇɴᴇᴜʀꜱ ᴀɴᴅ ᴇxᴇᴄᴜᴛɪᴠᴇꜱ

Financial Planning and Wealth Management

Modern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving GenX Entrepreneurs, Small Business Owners, HENRYs, and Executives all over the United States.

Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.

We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber-wealthy, to our clients all over the United States.

Schedule an Intro Call

Hi! I’m Alan Rhode, the Founder and CEO of Modern Wealth. Through our EVOKE® Financial Life Planning and Wealth Management process, I inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.

Traditional Financial Planning is outdated. That’s because the majority of Financial Advisors out there are more comfortable pushing proprietary investments and insurance, pitching products, and have little exposure to the human side of money.

That’s not Modern Wealth or my vision. Modern Wealth is the concept of melding money with meaning. When done correctly, it allows you to live a richer, fuller life. It’s a holistic approach that leads with you as a person while using money as a tool to help you accomplish great things.

I’m living proof that EVOKE® works. I followed my EVOKE® and started Modern Wealth because of what I felt was wrong with the financial services industry. I believe that a Financial Advisor should serve as a real fiduciary through the fee-only method of compensation. It’s the most transparent and objective model because there are no product commissions, there are no kickbacks and there aren’t any referral fees. I also believe that life is too fragile and short, so you better spend it with the people you love and do the things that you love.

The truth is, no one can be told what “modern wealth” is. You need to experience it for yourself. But, EVOKE® Financial Life Planning and Wealth Management gets you close. To one person it may be raising a family and to the other, it might be starting a small business and catching a unicorn. But this is how!

I’m an active and proud member of the CFP Board, The Investment and Wealth Institute, Penn State Alumni Association, XY Planning Network (XYPN)the Financial Planning Association (FPA)National Association of Personal Financial Advisors (NAPFA)the Fee-Only Networkthe Kinder Institute of Life PlanningWealthtender, 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 Financial Planning Association, The Fee-Only Network, Wealthtender, PR Newswire, and Ask.com.

I earned my Bachelor of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I also earned The Kinder Institute of Life Planning’s Registered Life Planner® designation. Lastly, I have completed the Yale School of Management’s Wealth Management Theory and Practice program and Investment & Wealth Institute's examination to earn the Certified Private Wealth Advisor® advanced designation.

In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, a good bourbon, some nice wine, 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

Modern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving GenX Entrepreneurs, Small Business Owners, HENRYs, and Executives all over the United States.

Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.

We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber-wealthy, to our clients all over the United States.

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

Ideal Clients

  • Generation X
  • Business Owners
  • Startups
  • Vice President
  • Manager
  • CXO

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:

  • 51 Hawkswell Circle
    Oreland, PA 19075

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