Alan Rhode

CFP®

Modern Wealth LLC

Founder | Financial Life Planner | CFP® Pro

Alan Rhode

CFP®

Modern Wealth LLC

Founder | Financial Life Planner | CFP® Pro

Empowering people to Live Wealthy with a specialization in Financial Life Planning, Behavioral Finance and Socially Responsible Investing - Alan Rhode, CFP®

We believe that by merging our client's goals, values, behaviors, resources and technology into a simple process, we can ensure our clients can live the life they want and know they will be okay.

Financial Life Planning

Our Financial Life Planning process connects the dots between your financial reality and the life you long to live.

Financial Planning

Our Financial Planning and Financial Advising process of determining whether and how you can meet life goals through the proper management of financial resources.

Investment Management

We believe that everyone should understand the process and philosophy of their investment portfolios. We also believe in investing with a purpose. Your portfolio should represent your values and be tailored to what is important to you.

Behavioral Finance

Events and markets cannot be controlled, but how we manage our reactions to them can be. Achieving results is about how we predict and manage our behaviors

Schedule an Intro Call

Alan Rhode is the Founder and CEO of Modern Wealth LLC, the publisher of The Modern Wealth Blog and Founder of the Live Wealthy Society.  

Alan is an active and proud Member of the CFP Board, Penn State Alumni Association, National Association of Personal Financial Advisors and Business Networking International. With over a decade of experience, Alan has helped his clients achieve their goals at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. Alan has also been featured and quoted in publications such as MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, Fee-Only Network,  PR Newswire and Ask.com. 

Alan earned his Bachelor's of Science degree in Business Administration from Penn State University and satisfied his CFP education requirement through the American College of Financial Services. Alan plans to continue his 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. ​

Alan believes that people want much more than a broker providing stock tips and a 100-page financial plan. And everyone needs help, not just people that meet the firm minimums. Life is faster, more complicated, and digital. But that doesn’t mean we should lose that personal touch and those relationships. They should be enhanced. And with Alan, they are. Alan has merged his client's goals, values, behaviors, resources and technology into a simple and repeatable process called Financial Life Planning. He is always with his clients. Whether it’s a simple phone call, text, online, on their tablet or on their phone. He helps his clients to Live Wealthy! 

In his free time, Alan enjoys amateur autocross racing, Philadelphia sports, softball, racquetball, working out, and spending time with his family and friends. They are everything to him.

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

We believe that by merging our client's goals, values, behaviors, resources and technology into a simple process, we can ensure our clients can live the life they want and know they will be okay.

As a Financial Advisor and Financial Life Planner, we have unique Financial Planning and Investment Management strategies helping Millennial, Generation X, and Baby Boomers, no matter what generation you identify with. 

Financial Life Planning

Our Financial Life Planning process connects the dots between your financial reality and the life you long to live.

Financial Planning

Our Financial Planning and Financial Advising process of determining whether and how you can meet life goals through the proper management of financial resources.

Investment Management

We believe that everyone should understand the process and philosophy of their investment portfolios. We also believe in investing with a purpose. Your portfolio should represent your values and be tailored to what is important to you.

Behavioral Finance

Events and markets cannot be controlled, but how we manage our reactions to them can be. Achieving results is about how we predict and manage our behaviors

If this visit puts you in a better situation than before, great! But if you feel your life deserves a 30 minute, complimentary, intro call, please schedule one. We'd love to help you. Either way, thanks for stopping by!

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
  • Behavioral Finance

Ideal Clients

  • Millennials
  • Generation X
  • Baby Boomers

Working Together

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

Professional Designations & Affiliations

  • 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.

  • 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.

  • 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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