Alan Rhode

CFP®

Modern Wealth LLC

Founder | CEO | Financial Life Planner | CFP® Pro

Contact Me

Alan Rhode

CFP®

Modern Wealth LLC

Founder | CEO | Financial Life Planner | CFP® Pro

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®

Contact Me

888-692-3897

Website

EVOKE® Financial Life Planning Empowering People To Live Wealthy!

EVOKE® 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 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.

​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.

Financial Life Planning utilizing EVOKE® is Financial Planning done right.

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

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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