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 Entrepreneurs and Small Business Owners.

Modern Wealth is all about fusing your finances with your life’s purpose. We prioritize you as an individual, using wealth as a stepping stone towards achieving your grandest dreams. I’m a testament to the effectiveness of our EVOKE® method, as it was the catalyst that helped me start Modern Wealth. I stand by the belief that financial advisors should work for their clients’ best interests, not commissions or kickbacks. Life is fleeting, so let’s help you spend it on the people and passions you love.

Understanding “modern wealth” is an experiential journey, and our EVOKE® Financial Life Planning and Wealth Management system can guide you there.

As an active member of several professional institutions like the CFP Board, The Investment and Wealth Institute, Penn State Alumni Association, and more, I’ve accumulated over a decade of expertise. I’ve guided countless individuals and families to their financial goals during my time at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. My insights have been shared and recognized in prominent publications and platforms like The New York Times, MarketWatch, and Fox News, among others.

I’m a proud Penn State University graduate with a Bachelor of Science degree in Finance. I’ve also completed my CFP education from the American College of Financial Services, along with other reputable qualifications like the Certified Private Wealth Advisor® and CEPA® credential.

When I’m not helping people optimize their wealth, you can find me racing, enjoying Philadelphia sports, working out, basking at the beach, savoring a rare bourbon or a full-bodied Cabernet, or most importantly, cherishing moments with my loved ones—they’re my world.