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 Generation X 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Traditional Financial Planning is outdated.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 is 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.