Alan Rhode

CFP®

Modern Wealth LLC

Founder | Financial Life Planner | CFP® Pro

Contact Me

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®

Contact Me

888-692-3897

Website

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

888-692-3897

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Office Locations:

  • 3509 Reading Way
    Huntingdon Valley, PA 19006

Modern Wealth LLC (referred to as “MW”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, MW disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. MW does not warrant that the information will be free from error.

 

None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Investments are subject to market risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is not an indication of future results. Your use of the information is at your sole risk. Under no circumstances shall MW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials on this site, even if MW or a MW authorized representative has been advised of the possibility of such damages. In no event shall MW have any liability to you for damages, losses, and causes of action for accessing this site.

 

Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Modern Wealth LLC (referred to as “MW”) with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

 

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Do not expect the funds quotes performance to continue in the future. Studies have shown that funds that have outperformed their peers in the past generally do not outperform in the future. Strong past performance is often a matter of chance. Investments are subject to market risk, including possible loss of principal.  Diversification does not ensure a profit or protect against a loss in a declining market.  

​

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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