Alan Rhode

CFP®, CPWA®, RLP®

Modern Wealth LLC

Founder | CEO | Wealth Advisor | Financial Planner

Contact Me

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®

Contact Me

888-692-3897

Website

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Traditional Financial Planning is outdated.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 Network, the Kinder Institute of Life Planning, Wealthtender, 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

888-692-3897

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Office Locations:

  • 51 Hawkswell Circle
    Oreland, PA 19075

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.  

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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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